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EP Wealth Advisors, LLC: IJH position timeline

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

EP Wealth Advisors, LLC held 576,397 IJH 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 576,397 shares
    Change vs previous 13F +155,881 shares

    0.17% of the 13F portfolio, value $44,446,008.

    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 420,516 shares
    Change vs previous 13F -63,861 shares

    0.14% of the 13F portfolio, value $28,397,470.

    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 484,377 shares
    Change vs previous 13F -879 shares

    0.17% of the 13F portfolio, value $31,968,850.

    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 485,256 shares
    Change vs previous 13F +175,528 shares

    0.2% of the 13F portfolio, value $30,095,565.

    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 309,728 shares
    Change vs previous 13F -3,375 shares

    0.14% of the 13F portfolio, value $18,072,613.

    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 313,103 shares
    Change vs previous 13F -12,444 shares

    0.16% of the 13F portfolio, value $19,509,469.

    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 325,547 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $20,288,102.

    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).