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EP Wealth Advisors, LLC: IBDT position timeline

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

EP Wealth Advisors, LLC held 344,113 IBDT 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 344,113 shares
    Change vs previous 13F +123,797 shares

    0.03% of the 13F portfolio, value $8,688,847.

    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 220,316 shares
    Change vs previous 13F -2,429 shares

    0.03% of the 13F portfolio, value $5,580,604.

    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 222,745 shares
    Change vs previous 13F +3,136 shares

    0.03% of the 13F portfolio, value $5,669,974.

    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 219,609 shares
    Change vs previous 13F +54,572 shares

    0.04% of the 13F portfolio, value $5,582,461.

    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 165,037 shares
    Change vs previous 13F -5,393 shares

    0.03% of the 13F portfolio, value $4,168,835.

    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 170,430 shares
    Change vs previous 13F +15,247 shares

    0.03% of the 13F portfolio, value $4,243,707.

    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 155,183 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,961,822.

    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).