Skip to content
Disclosery

EP Wealth Advisors, LLC: IVE position timeline

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

EP Wealth Advisors, LLC held 78,703 IVE 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 78,703 shares
    Change vs previous 13F +3,897 shares

    0.07% of the 13F portfolio, value $17,870,258.

    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 74,806 shares
    Change vs previous 13F +3,944 shares

    0.08% of the 13F portfolio, value $15,795,182.

    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 70,862 shares
    Change vs previous 13F -303,104 shares

    0.08% of the 13F portfolio, value $15,027,614.

    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 373,966 shares
    Change vs previous 13F +332,218 shares

    0.48% of the 13F portfolio, value $73,080,533.

    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 41,748 shares
    Change vs previous 13F +50 shares

    0.06% of the 13F portfolio, value $7,956,388.

    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 41,698 shares
    Change vs previous 13F +1,643 shares

    0.06% of the 13F portfolio, value $7,959,289.

    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 40,055 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,897,576.

    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).