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EP Wealth Advisors, LLC: GOVT position timeline

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

EP Wealth Advisors, LLC held 7,063,645 GOVT 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 7,063,645 shares
    Change vs previous 13F +69,682 shares

    0.61% of the 13F portfolio, value $160,909,824.

    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 6,993,963 shares
    Change vs previous 13F +423,440 shares

    0.79% of the 13F portfolio, value $160,231,699.

    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 6,570,523 shares
    Change vs previous 13F +787,031 shares

    0.79% of the 13F portfolio, value $151,286,305.

    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 5,783,492 shares
    Change vs previous 13F +39,109 shares

    0.87% of the 13F portfolio, value $132,904,649.

    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 5,744,383 shares
    Change vs previous 13F +371,241 shares

    1.05% of the 13F portfolio, value $132,034,637.

    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 5,373,142 shares
    Change vs previous 13F +179,314 shares

    1.01% of the 13F portfolio, value $123,474,813.

    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 5,193,828 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $121,795,261.

    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).