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EP Wealth Advisors, LLC: IEMG position timeline

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

EP Wealth Advisors, LLC held 3,176,408 IEMG 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 3,176,408 shares
    Change vs previous 13F +2,940,603 shares

    1.01% of the 13F portfolio, value $263,133,673.

    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 235,805 shares
    Change vs previous 13F +10,513 shares

    0.08% of the 13F portfolio, value $16,447,410.

    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 225,292 shares
    Change vs previous 13F -234,345 shares

    0.08% of the 13F portfolio, value $15,144,119.

    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 459,637 shares
    Change vs previous 13F +236,421 shares

    0.18% of the 13F portfolio, value $27,591,984.

    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 223,216 shares
    Change vs previous 13F -70,089 shares

    0.1% of the 13F portfolio, value $12,046,960.

    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 293,305 shares
    Change vs previous 13F -246,072 shares

    0.12% of the 13F portfolio, value $15,316,370.

    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 539,377 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $30,965,613.

    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).