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EP Wealth Advisors, LLC: IHI position timeline

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

EP Wealth Advisors, LLC held 98,494 IHI 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 98,494 shares
    Change vs previous 13F +7,588 shares

    0.02% of the 13F portfolio, value $4,866,587.

    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 90,906 shares
    Change vs previous 13F -5,083 shares

    0.02% of the 13F portfolio, value $4,849,828.

    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 95,989 shares
    Change vs previous 13F -18,344 shares

    0.03% of the 13F portfolio, value $5,965,708.

    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 114,333 shares
    Change vs previous 13F -15,629 shares

    0.05% of the 13F portfolio, value $7,161,826.

    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 129,962 shares
    Change vs previous 13F -9,600 shares

    0.06% of the 13F portfolio, value $7,822,408.

    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 139,562 shares
    Change vs previous 13F -12,379 shares

    0.07% of the 13F portfolio, value $8,143,418.

    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 151,941 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,997,961.

    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).