Skip to content
Disclosery

EP Wealth Advisors, LLC: IGM position timeline

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

EP Wealth Advisors, LLC held 9,396 IGM 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 9,396 shares
    Change vs previous 13F +888 shares

    0.01% of the 13F portfolio, value $1,536,944.

    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 8,508 shares
    Change vs previous 13F +307 shares

    <0.01% of the 13F portfolio, value $1,008,340.

    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 8,201 shares
    Change vs previous 13F +1,583 shares

    0.01% of the 13F portfolio, value $1,059,178.

    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 6,618 shares
    Change vs previous 13F +296 shares

    <0.01% of the 13F portfolio, value $743,451.

    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 6,322 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $573,196.

    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 6,301 shares
    Change vs previous 13F +653 shares

    0.01% of the 13F portfolio, value $643,243.

    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 5,648 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $541,851.

    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).