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EP Wealth Advisors, LLC: HTO position timeline

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

EP Wealth Advisors, LLC held 7,420 HTO 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 7,420 shares
    Change vs previous 13F +207 shares

    <0.01% of the 13F portfolio, value $450,913.

    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 7,213 shares
    Change vs previous 13F +314 shares

    <0.01% of the 13F portfolio, value $423,187.

    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 6,899 shares
    Change vs previous 13F -712 shares

    <0.01% of the 13F portfolio, value $337,982.

    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 7,611 shares
    Change vs previous 13F -88 shares

    <0.01% of the 13F portfolio, value $395,519.

    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 7,699 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $421,032.

    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 7,601 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $374,097.

    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 7,531 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $437,598.

    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).