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EP Wealth Advisors, LLC: IJR position timeline

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

EP Wealth Advisors, LLC held 471,147 IJR 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 471,147 shares
    Change vs previous 13F +147,683 shares

    0.27% of the 13F portfolio, value $69,875,775.

    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 323,464 shares
    Change vs previous 13F -8,600 shares

    0.2% of the 13F portfolio, value $40,209,777.

    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 332,064 shares
    Change vs previous 13F -5,049 shares

    0.21% of the 13F portfolio, value $39,907,376.

    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 337,113 shares
    Change vs previous 13F +144,988 shares

    0.24% of the 13F portfolio, value $36,843,053.

    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 192,125 shares
    Change vs previous 13F -3,610 shares

    0.16% of the 13F portfolio, value $20,090,534.

    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 195,735 shares
    Change vs previous 13F +2,781 shares

    0.18% of the 13F portfolio, value $22,552,616.

    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 192,954 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $22,567,957.

    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).