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Disclosery

EP Wealth Advisors, LLC: ICE position timeline

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

EP Wealth Advisors, LLC held 32,613 ICE 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 32,613 shares
    Change vs previous 13F -3,802 shares

    0.02% of the 13F portfolio, value $4,014,944.

    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 36,415 shares
    Change vs previous 13F +25,816 shares

    0.03% of the 13F portfolio, value $5,727,376.

    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 10,599 shares
    Change vs previous 13F -5,626 shares

    0.01% of the 13F portfolio, value $1,716,566.

    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 16,225 shares
    Change vs previous 13F +9,135 shares

    0.02% of the 13F portfolio, value $2,976,752.

    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 7,090 shares
    Change vs previous 13F +313 shares

    0.01% of the 13F portfolio, value $1,223,107.

    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 6,777 shares
    Change vs previous 13F -145 shares

    0.01% of the 13F portfolio, value $1,009,877.

    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 6,922 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,111,981.

    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).