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EP Wealth Advisors, LLC: FLJP position timeline

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

EP Wealth Advisors, LLC held 211,689 FLJP 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 211,689 shares
    Change vs previous 13F +197,365 shares

    0.03% of the 13F portfolio, value $8,414,653.

    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 14,324 shares
    Change vs previous 13F -3,047 shares

    <0.01% of the 13F portfolio, value $518,242.

    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 17,371 shares
    Change vs previous 13F -1,367 shares

    <0.01% of the 13F portfolio, value $598,431.

    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 18,738 shares
    Change vs previous 13F -279,198 shares

    <0.01% of the 13F portfolio, value $602,427.

    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 297,936 shares
    Change vs previous 13F -39,674 shares

    0.07% of the 13F portfolio, value $8,759,318.

    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 337,610 shares
    Change vs previous 13F -9,504 shares

    0.08% of the 13F portfolio, value $9,659,022.

    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 347,114 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $10,559,208.

    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).