Skip to content
Disclosery

EP Wealth Advisors, LLC: FMC position timeline

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

EP Wealth Advisors, LLC held 6,369 FMC shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 6,369 shares
    Change vs previous 13F -296 shares

    <0.01% of the 13F portfolio, value $265,896.

    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).

  2. period ended2025-03-31
    13F 6,665 shares
    Change vs previous 13F +2,340 shares

    <0.01% of the 13F portfolio, value $281,212.

    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).

  3. period ended2024-12-31
    13F 4,325 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $210,258.

    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).