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EP Wealth Advisors, LLC: FNDE position timeline

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

EP Wealth Advisors, LLC held 177,378 FNDE 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 177,378 shares
    Change vs previous 13F -7,125 shares

    0.03% of the 13F portfolio, value $7,038,347.

    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 184,503 shares
    Change vs previous 13F -29,507 shares

    0.03% of the 13F portfolio, value $7,059,098.

    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 214,010 shares
    Change vs previous 13F -92,231 shares

    0.04% of the 13F portfolio, value $7,717,206.

    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 306,241 shares
    Change vs previous 13F +241,281 shares

    0.07% of the 13F portfolio, value $10,109,007.

    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 64,960 shares
    Change vs previous 13F -4,132 shares

    0.02% of the 13F portfolio, value $2,000,783.

    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 69,092 shares
    Change vs previous 13F +38,102 shares

    0.02% of the 13F portfolio, value $2,007,111.

    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 30,990 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,000,042.

    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).