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EP Wealth Advisors, LLC: IVW position timeline

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

EP Wealth Advisors, LLC held 173,758 IVW 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 173,758 shares
    Change vs previous 13F +5,692 shares

    0.09% of the 13F portfolio, value $23,896,904.

    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 168,066 shares
    Change vs previous 13F +3,874 shares

    0.09% of the 13F portfolio, value $19,009,921.

    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 164,192 shares
    Change vs previous 13F -515,352 shares

    0.11% of the 13F portfolio, value $20,238,263.

    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 679,544 shares
    Change vs previous 13F +563,960 shares

    0.49% of the 13F portfolio, value $74,817,811.

    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 115,584 shares
    Change vs previous 13F -661 shares

    0.09% of the 13F portfolio, value $10,729,626.

    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 116,245 shares
    Change vs previous 13F -7,415 shares

    0.1% of the 13F portfolio, value $11,802,355.

    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 123,660 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,840,491.

    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).