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EP Wealth Advisors, LLC: GSEW position timeline

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

EP Wealth Advisors, LLC held 38,566 GSEW 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 38,566 shares
    Change vs previous 13F -33 shares

    0.01% of the 13F portfolio, value $3,641,402.

    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 38,599 shares
    Change vs previous 13F -38 shares

    0.02% of the 13F portfolio, value $3,267,791.

    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 38,637 shares
    Change vs previous 13F -1,154 shares

    0.02% of the 13F portfolio, value $3,288,781.

    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 39,791 shares
    Change vs previous 13F -480 shares

    0.02% of the 13F portfolio, value $3,244,558.

    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 40,271 shares
    Change vs previous 13F -82 shares

    0.02% of the 13F portfolio, value $3,062,207.

    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 40,353 shares
    Change vs previous 13F -881 shares

    0.03% of the 13F portfolio, value $3,116,059.

    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 41,234 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,194,604.

    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).