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EP Wealth Advisors, LLC: IBDU position timeline

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

EP Wealth Advisors, LLC held 256,326 IBDU 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 256,326 shares
    Change vs previous 13F +140,466 shares

    0.02% of the 13F portfolio, value $5,936,520.

    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 115,860 shares
    Change vs previous 13F +4,334 shares

    0.01% of the 13F portfolio, value $2,694,904.

    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 111,526 shares
    Change vs previous 13F +86,105 shares

    0.01% of the 13F portfolio, value $2,610,266.

    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 25,421 shares
    Change vs previous 13F +8,138 shares

    <0.01% of the 13F portfolio, value $593,072.

    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 17,283 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $399,756.

    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 17,289 shares
    Change vs previous 13F +4,409 shares

    <0.01% of the 13F portfolio, value $394,189.

    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 12,880 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $302,809.

    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).