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EP Wealth Advisors, LLC: HD position timeline

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

EP Wealth Advisors, LLC held 108,804 HD 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 108,804 shares
    Change vs previous 13F +20,377 shares

    0.15% of the 13F portfolio, value $38,373,155.

    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 88,427 shares
    Change vs previous 13F +3,928 shares

    0.14% of the 13F portfolio, value $29,082,827.

    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 84,499 shares
    Change vs previous 13F -4,520 shares

    0.15% of the 13F portfolio, value $29,076,110.

    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 89,019 shares
    Change vs previous 13F +6,853 shares

    0.21% of the 13F portfolio, value $32,637,744.

    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 82,166 shares
    Change vs previous 13F +7,631 shares

    0.24% of the 13F portfolio, value $30,112,906.

    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 74,535 shares
    Change vs previous 13F -1,511 shares

    0.24% of the 13F portfolio, value $28,993,506.

    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 76,046 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $30,813,668.

    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).