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EP Wealth Advisors, LLC: GPN position timeline

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

EP Wealth Advisors, LLC held 4,987 GPN 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 4,987 shares
    Change vs previous 13F +1,647 shares

    <0.01% of the 13F portfolio, value $361,831.

    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 3,340 shares
    Change vs previous 13F -833 shares

    <0.01% of the 13F portfolio, value $224,761.

    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 4,173 shares
    Change vs previous 13F -23,761 shares

    <0.01% of the 13F portfolio, value $323,023.

    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 27,934 shares
    Change vs previous 13F -231,030 shares

    0.01% of the 13F portfolio, value $2,235,823.

    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 258,964 shares
    Change vs previous 13F +9,809 shares

    0.2% of the 13F portfolio, value $25,357,716.

    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 249,155 shares
    Change vs previous 13F -3,018 shares

    0.23% of the 13F portfolio, value $27,920,269.

    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 252,173 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $25,827,559.

    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).