EP Wealth Advisors, LLC: GUNR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on GUNR, newest first. How the timeline and the estimate are built.
EP Wealth Advisors, LLC held 19,647 GUNR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 19,647 sharesChange vs previous 13F +1 shares
<0.01% of the 13F portfolio, value $968,224.
13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,646 sharesChange vs previous 13F +1,910 shares
0.01% of the 13F portfolio, value $1,083,684.
13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,736 sharesChange vs previous 13F -970 shares
<0.01% of the 13F portfolio, value $813,196.
13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,706 sharesChange vs previous 13F -432 shares
<0.01% of the 13F portfolio, value $750,288.
13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,138 sharesChange vs previous 13F -4,680 shares
0.01% of the 13F portfolio, value $742,732.
13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,818 sharesChange vs previous 13F +4,948 shares
0.01% of the 13F portfolio, value $866,031.
13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,870 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $778,402.
13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).