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EP Wealth Advisors, LLC: FNDF position timeline

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

EP Wealth Advisors, LLC held 820,057 FNDF 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 820,057 shares
    Change vs previous 13F +707,377 shares

    0.17% of the 13F portfolio, value $43,266,197.

    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 112,680 shares
    Change vs previous 13F +5,267 shares

    0.03% of the 13F portfolio, value $5,513,413.

    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 107,413 shares
    Change vs previous 13F +50,663 shares

    0.03% of the 13F portfolio, value $4,856,122.

    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 56,750 shares
    Change vs previous 13F +17,531 shares

    0.01% of the 13F portfolio, value $2,271,133.

    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 39,219 shares
    Change vs previous 13F -23 shares

    0.01% of the 13F portfolio, value $1,417,357.

    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 39,242 shares
    Change vs previous 13F -7,806 shares

    0.01% of the 13F portfolio, value $1,303,210.

    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 47,048 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,758,194.

    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).