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EP Wealth Advisors, LLC: FREL position timeline

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

EP Wealth Advisors, LLC held 145,026 FREL 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 145,026 shares
    Change vs previous 13F +129,960 shares

    0.02% of the 13F portfolio, value $4,249,247.

    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 ended2025-06-30
    13F 15,066 shares
    Change vs previous 13F -487 shares

    <0.01% of the 13F portfolio, value $407,392.

    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).

  3. period ended2025-03-31
    13F 15,553 shares
    Change vs previous 13F -2,578 shares

    <0.01% of the 13F portfolio, value $427,243.

    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).

  4. period ended2024-12-31
    13F 18,131 shares
    Change vs previous 13F -391 shares

    <0.01% of the 13F portfolio, value $489,895.

    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).

  5. period ended2024-09-30
    13F 18,522 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $546,038.

    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).