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EP Wealth Advisors, LLC: IEO position timeline

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

EP Wealth Advisors, LLC held 79,628 IEO 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 79,628 shares
    Change vs previous 13F +153 shares

    0.03% of the 13F portfolio, value $8,745,543.

    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 79,475 shares
    Change vs previous 13F +22 shares

    0.05% of the 13F portfolio, value $9,926,403.

    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 79,453 shares
    Change vs previous 13F -2,802 shares

    0.04% of the 13F portfolio, value $7,091,975.

    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 82,255 shares
    Change vs previous 13F +718 shares

    0.05% of the 13F portfolio, value $7,287,804.

    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 81,537 shares
    Change vs previous 13F -242 shares

    0.06% of the 13F portfolio, value $7,711,737.

    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 81,779 shares
    Change vs previous 13F -2,313 shares

    0.06% of the 13F portfolio, value $7,329,852.

    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 84,092 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,690,213.

    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).