Skip to content
Disclosery

EP Wealth Advisors, LLC: ILS position timeline

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

EP Wealth Advisors, LLC held 189,712 ILS 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 189,712 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,731,635.

    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 ยง4.2).