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EP Wealth Advisors, LLC: GOOGL position timeline

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

EP Wealth Advisors, LLC held 1,082,743 GOOGL 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 1,082,743 shares
    Change vs previous 13F +36,532 shares

    1.48% of the 13F portfolio, value $386,939,810.

    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 1,046,211 shares
    Change vs previous 13F -10,704 shares

    1.48% of the 13F portfolio, value $300,848,412.

    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 1,056,915 shares
    Change vs previous 13F -29,811 shares

    1.72% of the 13F portfolio, value $330,814,665.

    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 1,086,726 shares
    Change vs previous 13F +41,305 shares

    1.26% of the 13F portfolio, value $191,513,718.

    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 1,045,421 shares
    Change vs previous 13F +25,020 shares

    1.29% of the 13F portfolio, value $161,663,971.

    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 1,020,401 shares
    Change vs previous 13F -16,508 shares

    1.58% of the 13F portfolio, value $193,161,914.

    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 1,036,909 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $171,971,434.

    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).