Skip to content
Disclosery

EP Wealth Advisors, LLC: GPIQ position timeline

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

EP Wealth Advisors, LLC held 347,123 GPIQ 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 347,123 shares
    Change vs previous 13F +163,649 shares

    0.08% of the 13F portfolio, value $20,587,890.

    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 183,474 shares
    Change vs previous 13F +1,976 shares

    0.04% of the 13F portfolio, value $9,080,128.

    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 181,498 shares
    Change vs previous 13F +18,351 shares

    0.05% of the 13F portfolio, value $9,595,779.

    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 163,147 shares
    Change vs previous 13F +1,495 shares

    0.05% of the 13F portfolio, value $8,126,352.

    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 161,652 shares
    Change vs previous 13F +4,013 shares

    0.06% of the 13F portfolio, value $7,209,679.

    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 157,639 shares
    Change vs previous 13F +1,621 shares

    0.06% of the 13F portfolio, value $7,729,040.

    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 156,018 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,481,063.

    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).