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EP Wealth Advisors, LLC: INDA position timeline

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

EP Wealth Advisors, LLC held 95,508 INDA 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 95,508 shares
    Change vs previous 13F -8,046 shares

    0.02% of the 13F portfolio, value $4,717,140.

    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 103,554 shares
    Change vs previous 13F -925 shares

    0.02% of the 13F portfolio, value $4,850,469.

    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 104,479 shares
    Change vs previous 13F +3,084 shares

    0.03% of the 13F portfolio, value $5,647,090.

    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 101,395 shares
    Change vs previous 13F -4,896 shares

    0.04% of the 13F portfolio, value $5,645,674.

    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 106,291 shares
    Change vs previous 13F +814 shares

    0.04% of the 13F portfolio, value $5,471,861.

    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 105,477 shares
    Change vs previous 13F +6,727 shares

    0.05% of the 13F portfolio, value $5,552,309.

    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 98,750 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,779,838.

    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).