EP Wealth Advisors, LLC: GLW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on GLW, newest first. How the timeline and the estimate are built.
EP Wealth Advisors, LLC held 23,470 GLW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 23,470 sharesChange vs previous 13F +4,692 shares
0.02% of the 13F portfolio, value $5,994,830.
13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,778 sharesChange vs previous 13F +1,168 shares
0.01% of the 13F portfolio, value $2,553,293.
13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,610 sharesChange vs previous 13F +108 shares
0.01% of the 13F portfolio, value $1,541,890.
13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,502 sharesChange vs previous 13F +1,915 shares
0.01% of the 13F portfolio, value $920,431.
13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,587 sharesChange vs previous 13F -631 shares
0.01% of the 13F portfolio, value $713,561.
13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,218 sharesChange vs previous 13F +772 shares
0.01% of the 13F portfolio, value $770,695.
13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,446 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $697,367.
13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).