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EP Wealth Advisors, LLC: FNDC position timeline

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

EP Wealth Advisors, LLC held 233,593 FNDC 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 233,593 shares
    Change vs previous 13F +225,271 shares

    0.04% of the 13F portfolio, value $11,343,285.

    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 8,322 shares
    Change vs previous 13F -2,005 shares

    <0.01% of the 13F portfolio, value $385,808.

    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 10,327 shares
    Change vs previous 13F +3,725 shares

    <0.01% of the 13F portfolio, value $460,066.

    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 6,602 shares
    Change vs previous 13F +1,379 shares

    <0.01% of the 13F portfolio, value $277,599.

    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 5,223 shares
    Change vs previous 13F -697 shares

    <0.01% of the 13F portfolio, value $189,073.

    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 5,920 shares
    Change vs previous 13F -2,561 shares

    <0.01% of the 13F portfolio, value $202,115.

    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 8,481 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $323,557.

    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).