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EP Wealth Advisors, LLC: HLT position timeline

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

EP Wealth Advisors, LLC held 4,575 HLT 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 4,575 shares
    Change vs previous 13F +674 shares

    0.01% of the 13F portfolio, value $1,511,943.

    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 3,901 shares
    Change vs previous 13F -110 shares

    0.01% of the 13F portfolio, value $1,186,256.

    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 4,011 shares
    Change vs previous 13F -347 shares

    0.01% of the 13F portfolio, value $1,152,128.

    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 4,358 shares
    Change vs previous 13F +337 shares

    0.01% of the 13F portfolio, value $1,160,798.

    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 4,021 shares
    Change vs previous 13F +109 shares

    0.01% of the 13F portfolio, value $914,899.

    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 3,912 shares
    Change vs previous 13F +179 shares

    0.01% of the 13F portfolio, value $966,868.

    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 3,733 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $860,431.

    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).