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EP Wealth Advisors, LLC: HPQ position timeline

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

EP Wealth Advisors, LLC held 48,480 HPQ 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 48,480 shares
    Change vs previous 13F +11,214 shares

    <0.01% of the 13F portfolio, value $1,063,645.

    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 37,266 shares
    Change vs previous 13F -10,158 shares

    <0.01% of the 13F portfolio, value $715,887.

    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 47,424 shares
    Change vs previous 13F +7,479 shares

    0.01% of the 13F portfolio, value $1,056,614.

    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 39,945 shares
    Change vs previous 13F +3,830 shares

    0.01% of the 13F portfolio, value $977,061.

    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 36,115 shares
    Change vs previous 13F +1,735 shares

    0.01% of the 13F portfolio, value $1,000,011.

    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 34,380 shares
    Change vs previous 13F +599 shares

    0.01% of the 13F portfolio, value $1,121,835.

    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 33,781 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,211,724.

    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).