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EP Wealth Advisors, LLC: GD position timeline

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

EP Wealth Advisors, LLC held 19,229 GD 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 19,229 shares
    Change vs previous 13F +3,367 shares

    0.03% of the 13F portfolio, value $6,811,512.

    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 15,862 shares
    Change vs previous 13F -524 shares

    0.03% of the 13F portfolio, value $5,444,161.

    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 16,386 shares
    Change vs previous 13F +501 shares

    0.03% of the 13F portfolio, value $5,516,580.

    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 15,885 shares
    Change vs previous 13F +874 shares

    0.03% of the 13F portfolio, value $4,632,968.

    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 15,011 shares
    Change vs previous 13F +494 shares

    0.03% of the 13F portfolio, value $4,091,680.

    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 14,517 shares
    Change vs previous 13F -3,734 shares

    0.03% of the 13F portfolio, value $3,825,103.

    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 18,251 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,515,538.

    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).