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EP Wealth Advisors, LLC: IGSB position timeline

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

EP Wealth Advisors, LLC held 13,710,330 IGSB 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 13,710,330 shares
    Change vs previous 13F +1,989,601 shares

    2.75% of the 13F portfolio, value $718,558,374.

    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 11,720,729 shares
    Change vs previous 13F +1,203,630 shares

    3.03% of the 13F portfolio, value $616,041,512.

    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 10,517,099 shares
    Change vs previous 13F +2,764,297 shares

    2.89% of the 13F portfolio, value $556,144,171.

    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 7,752,802 shares
    Change vs previous 13F +2,040,104 shares

    2.69% of the 13F portfolio, value $409,037,852.

    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 5,712,698 shares
    Change vs previous 13F +554,630 shares

    2.39% of the 13F portfolio, value $299,173,971.

    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 5,158,068 shares
    Change vs previous 13F +1,147,985 shares

    2.18% of the 13F portfolio, value $266,672,121.

    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 4,010,083 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $211,171,010.

    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).