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EP Wealth Advisors, LLC: FLEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on FLEE, newest first. How the timeline and the estimate are built.

EP Wealth Advisors, LLC held 637,105 FLEE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 637,105 shares
    Change vs previous 13F -4,748 shares

    0.09% of the 13F portfolio, value $24,751,529.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 641,853 shares
    Change vs previous 13F -15,232 shares

    0.11% of the 13F portfolio, value $23,337,775.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 657,085 shares
    Change vs previous 13F -20,727 shares

    0.12% of the 13F portfolio, value $24,009,886.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 677,812 shares
    Change vs previous 13F +13,839 shares

    0.15% of the 13F portfolio, value $22,699,924.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 663,973 shares
    Change vs previous 13F -46,373 shares

    0.16% of the 13F portfolio, value $20,530,045.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 710,346 shares
    Change vs previous 13F -10,296 shares

    0.16% of the 13F portfolio, value $19,690,791.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 720,642 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $22,336,299.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).