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EP Wealth Advisors, LLC: FRSH position timeline

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

EP Wealth Advisors, LLC held 34,058 FRSH 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 34,058 shares
    Change vs previous 13F +4,750 shares

    <0.01% of the 13F portfolio, value $344,667.

    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 29,308 shares
    Change vs previous 13F +7,571 shares

    <0.01% of the 13F portfolio, value $235,343.

    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 21,737 shares
    Change vs previous 13F +2,823 shares

    <0.01% of the 13F portfolio, value $266,278.

    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 18,914 shares
    Change vs previous 13F -70 shares

    <0.01% of the 13F portfolio, value $282,008.

    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 18,984 shares
    Change vs previous 13F +2,278 shares

    <0.01% of the 13F portfolio, value $267,864.

    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 16,706 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $270,136.

    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).