Skip to content
Disclosery

EP Wealth Advisors, LLC: HYD position timeline

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

EP Wealth Advisors, LLC held 5,742 HYD 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 5,742 shares
    Change vs previous 13F +1,497 shares

    <0.01% of the 13F portfolio, value $295,762.

    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 ended2025-06-30
    13F 4,245 shares
    Change vs previous 13F -702 shares

    <0.01% of the 13F portfolio, value $213,157.

    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).

  3. period ended2025-03-31
    13F 4,947 shares
    Change vs previous 13F +791 shares

    <0.01% of the 13F portfolio, value $253,169.

    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).

  4. period ended2024-12-31
    13F 4,156 shares
    Change vs previous 13F +430 shares

    <0.01% of the 13F portfolio, value $215,738.

    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).

  5. period ended2024-09-30
    13F 3,726 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $197,739.

    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).