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EP Wealth Advisors, LLC: FLGB position timeline

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

EP Wealth Advisors, LLC held 172,019 FLGB 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 172,019 shares
    Change vs previous 13F -7,356 shares

    0.02% of the 13F portfolio, value $6,070,551.

    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 179,375 shares
    Change vs previous 13F -4,450 shares

    0.03% of the 13F portfolio, value $6,235,075.

    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 183,825 shares
    Change vs previous 13F -7,186 shares

    0.03% of the 13F portfolio, value $6,204,094.

    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 191,011 shares
    Change vs previous 13F -352 shares

    0.04% of the 13F portfolio, value $5,850,667.

    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 191,363 shares
    Change vs previous 13F -12,891 shares

    0.04% of the 13F portfolio, value $5,484,712.

    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 204,254 shares
    Change vs previous 13F -6,452 shares

    0.04% of the 13F portfolio, value $5,349,412.

    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 210,706 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,015,425.

    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).