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EP Wealth Advisors, LLC: FSEC position timeline

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

EP Wealth Advisors, LLC held 2,338 FSEC shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 2,338 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $101,843.

    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 ยง4.2).