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EP Wealth Advisors, LLC: IBDW position timeline

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

EP Wealth Advisors, LLC held 868,068 IBDW 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 868,068 shares
    Change vs previous 13F +136,939 shares

    0.07% of the 13F portfolio, value $18,090,535.

    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 731,129 shares
    Change vs previous 13F -15,017 shares

    0.08% of the 13F portfolio, value $15,302,535.

    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 746,146 shares
    Change vs previous 13F +57,801 shares

    0.08% of the 13F portfolio, value $15,780,998.

    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 688,345 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $14,482,783.

    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).