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EP Wealth Advisors, LLC: IVV position timeline

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

EP Wealth Advisors, LLC held 384,493 IVV 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 384,493 shares
    Change vs previous 13F +1,513 shares

    1.1% of the 13F portfolio, value $287,942,722.

    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 382,980 shares
    Change vs previous 13F +184,359 shares

    1.23% of the 13F portfolio, value $250,166,640.

    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 198,621 shares
    Change vs previous 13F +19,862 shares

    0.71% of the 13F portfolio, value $136,043,426.

    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 178,759 shares
    Change vs previous 13F +91,254 shares

    0.73% of the 13F portfolio, value $110,991,603.

    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 87,505 shares
    Change vs previous 13F +1,460 shares

    0.39% of the 13F portfolio, value $49,169,295.

    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 86,045 shares
    Change vs previous 13F -18,115 shares

    0.41% of the 13F portfolio, value $50,652,864.

    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 104,160 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $60,081,864.

    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).