Skip to content
Disclosery

EP Wealth Advisors, LLC: HWC position timeline

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

EP Wealth Advisors, LLC held 6,970 HWC 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 6,970 shares
    Change vs previous 13F -316 shares

    <0.01% of the 13F portfolio, value $520,818.

    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 7,286 shares
    Change vs previous 13F -99 shares

    <0.01% of the 13F portfolio, value $463,317.

    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 7,385 shares
    Change vs previous 13F -34 shares

    <0.01% of the 13F portfolio, value $470,277.

    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 7,419 shares
    Change vs previous 13F +347 shares

    <0.01% of the 13F portfolio, value $425,851.

    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 7,072 shares
    Change vs previous 13F +3,228 shares

    <0.01% of the 13F portfolio, value $370,926.

    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 3,844 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $210,344.

    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).