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EP Wealth Advisors, LLC: IMFL position timeline

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

EP Wealth Advisors, LLC held 4,718 IMFL 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 4,718 shares
    Change vs previous 13F -1,854 shares

    <0.01% of the 13F portfolio, value $162,016.

    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 6,572 shares
    Change vs previous 13F -3,019 shares

    <0.01% of the 13F portfolio, value $207,938.

    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 ended2025-06-30
    13F 9,591 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $265,479.

    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).

  4. period ended2025-03-31
    13F 9,857 shares
    Change vs previous 13F -6,403 shares

    <0.01% of the 13F portfolio, value $242,581.

    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).

  5. period ended2024-12-31
    13F 16,260 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $381,785.

    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).