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EP Wealth Advisors, LLC: IQDF position timeline

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

EP Wealth Advisors, LLC held 8,008 IQDF shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 8,008 shares
    Change vs previous 13F -5,161 shares

    <0.01% of the 13F portfolio, value $217,017.

    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).

  2. period ended2025-03-31
    13F 13,169 shares
    Change vs previous 13F -24,687 shares

    <0.01% of the 13F portfolio, value $328,303.

    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).

  3. period ended2024-12-31
    13F 37,856 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $880,909.

    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).