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EP Wealth Advisors, LLC: IMTM position timeline

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

EP Wealth Advisors, LLC held 135,471 IMTM 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 135,471 shares
    Change vs previous 13F +128,438 shares

    0.03% of the 13F portfolio, value $7,224,680.

    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 7,033 shares
    Change vs previous 13F -288 shares

    <0.01% of the 13F portfolio, value $337,734.

    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 7,321 shares
    Change vs previous 13F +3,489 shares

    <0.01% of the 13F portfolio, value $351,195.

    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 3,832 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $175,087.

    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 3,815 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $152,385.

    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 3,815 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $142,694.

    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 3,794 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $153,210.

    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).