Skip to content
Disclosery

EP Wealth Advisors, LLC: HL position timeline

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

EP Wealth Advisors, LLC held 17,138 HL 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 17,138 shares
    Change vs previous 13F -2,035 shares

    <0.01% of the 13F portfolio, value $264,439.

    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 19,173 shares
    Change vs previous 13F -11,916 shares

    <0.01% of the 13F portfolio, value $357,193.

    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 31,089 shares
    Change vs previous 13F -9,998 shares

    <0.01% of the 13F portfolio, value $596,598.

    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 41,087 shares
    Change vs previous 13F -1,431 shares

    <0.01% of the 13F portfolio, value $246,111.

    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 42,518 shares
    Change vs previous 13F +12,851 shares

    <0.01% of the 13F portfolio, value $236,400.

    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 29,667 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $145,665.

    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).