Skip to content
Disclosery

EP Wealth Advisors, LLC: FTV position timeline

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

EP Wealth Advisors, LLC held 13,339 FTV 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 13,339 shares
    Change vs previous 13F +1,782 shares

    <0.01% of the 13F portfolio, value $814,869.

    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 11,557 shares
    Change vs previous 13F -526 shares

    <0.01% of the 13F portfolio, value $638,862.

    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 12,083 shares
    Change vs previous 13F -642 shares

    <0.01% of the 13F portfolio, value $667,098.

    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 12,725 shares
    Change vs previous 13F -256 shares

    <0.01% of the 13F portfolio, value $663,341.

    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 12,981 shares
    Change vs previous 13F -663 shares

    0.01% of the 13F portfolio, value $949,967.

    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 13,644 shares
    Change vs previous 13F +1,280 shares

    0.01% of the 13F portfolio, value $1,023,335.

    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 12,364 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $975,919.

    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).