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EP Wealth Advisors, LLC: GOOG position timeline

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

EP Wealth Advisors, LLC held 399,284 GOOG 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 399,284 shares
    Change vs previous 13F +55,297 shares

    0.54% of the 13F portfolio, value $141,079,144.

    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 343,987 shares
    Change vs previous 13F -11,124 shares

    0.49% of the 13F portfolio, value $98,675,973.

    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 355,111 shares
    Change vs previous 13F +33,852 shares

    0.58% of the 13F portfolio, value $111,433,818.

    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 321,259 shares
    Change vs previous 13F +67,572 shares

    0.37% of the 13F portfolio, value $56,988,194.

    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 253,687 shares
    Change vs previous 13F +33,081 shares

    0.32% of the 13F portfolio, value $39,633,564.

    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 220,606 shares
    Change vs previous 13F -22,181 shares

    0.34% of the 13F portfolio, value $42,012,233.

    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 242,787 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $40,591,586.

    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).