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EP Wealth Advisors, LLC: IBDS position timeline

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

EP Wealth Advisors, LLC held 624,892 IBDS 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 624,892 shares
    Change vs previous 13F +113,546 shares

    0.06% of the 13F portfolio, value $15,134,880.

    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 511,346 shares
    Change vs previous 13F -4,852 shares

    0.06% of the 13F portfolio, value $12,395,021.

    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 516,198 shares
    Change vs previous 13F +124,670 shares

    0.07% of the 13F portfolio, value $12,533,280.

    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 391,528 shares
    Change vs previous 13F +267,046 shares

    0.06% of the 13F portfolio, value $9,502,385.

    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 124,482 shares
    Change vs previous 13F -1,304 shares

    0.02% of the 13F portfolio, value $3,009,975.

    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 125,786 shares
    Change vs previous 13F +20,315 shares

    0.02% of the 13F portfolio, value $3,013,833.

    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 105,471 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,570,328.

    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).