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EP Wealth Advisors, LLC: INTC position timeline

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

EP Wealth Advisors, LLC held 138,712 INTC 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 138,712 shares
    Change vs previous 13F +49,873 shares

    0.07% of the 13F portfolio, value $19,368,356.

    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 88,839 shares
    Change vs previous 13F -3,194 shares

    0.02% of the 13F portfolio, value $3,920,485.

    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 92,033 shares
    Change vs previous 13F +15,955 shares

    0.02% of the 13F portfolio, value $3,396,024.

    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 76,078 shares
    Change vs previous 13F -5,997 shares

    0.01% of the 13F portfolio, value $1,704,141.

    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 82,075 shares
    Change vs previous 13F -10,770 shares

    0.01% of the 13F portfolio, value $1,863,914.

    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 92,845 shares
    Change vs previous 13F -14,790 shares

    0.02% of the 13F portfolio, value $1,861,543.

    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 107,635 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,525,134.

    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).