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EP Wealth Advisors, LLC: IEFA position timeline

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

EP Wealth Advisors, LLC held 273,400 IEFA 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 273,400 shares
    Change vs previous 13F -106 shares

    0.1% of the 13F portfolio, value $26,404,955.

    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 273,506 shares
    Change vs previous 13F -38,913 shares

    0.12% of the 13F portfolio, value $24,760,523.

    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 312,419 shares
    Change vs previous 13F +60,640 shares

    0.15% of the 13F portfolio, value $27,948,942.

    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 251,779 shares
    Change vs previous 13F +140,122 shares

    0.14% of the 13F portfolio, value $21,018,535.

    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 111,657 shares
    Change vs previous 13F -23,535 shares

    0.07% of the 13F portfolio, value $8,446,875.

    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 135,192 shares
    Change vs previous 13F +64,474 shares

    0.08% of the 13F portfolio, value $9,501,293.

    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 70,718 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,519,476.

    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).