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EP Wealth Advisors, LLC: HDV position timeline

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

EP Wealth Advisors, LLC held 92,653 HDV 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 92,653 shares
    Change vs previous 13F +83,047 shares

    0.01% of the 13F portfolio, value $2,539,608.

    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 9,606 shares
    Change vs previous 13F -8,589 shares

    0.01% of the 13F portfolio, value $1,303,766.

    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 18,195 shares
    Change vs previous 13F +5,101 shares

    0.01% of the 13F portfolio, value $2,212,747.

    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 13,094 shares
    Change vs previous 13F -176 shares

    0.01% of the 13F portfolio, value $1,534,193.

    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 13,270 shares
    Change vs previous 13F -113 shares

    0.01% of the 13F portfolio, value $1,607,308.

    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 13,383 shares
    Change vs previous 13F -7,470 shares

    0.01% of the 13F portfolio, value $1,502,393.

    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 20,853 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,452,774.

    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).