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EP Wealth Advisors, LLC: IWB position timeline

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

EP Wealth Advisors, LLC held 31,588 IWB 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 31,588 shares
    Change vs previous 13F +1,121 shares

    0.05% of the 13F portfolio, value $12,935,197.

    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 30,467 shares
    Change vs previous 13F -750 shares

    0.05% of the 13F portfolio, value $10,863,423.

    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 31,217 shares
    Change vs previous 13F +5,601 shares

    0.06% of the 13F portfolio, value $11,657,782.

    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 25,616 shares
    Change vs previous 13F +1,134 shares

    0.06% of the 13F portfolio, value $8,698,561.

    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 24,482 shares
    Change vs previous 13F -30 shares

    0.06% of the 13F portfolio, value $7,509,566.

    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 24,512 shares
    Change vs previous 13F -247 shares

    0.06% of the 13F portfolio, value $7,896,930.

    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 24,759 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,784,043.

    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).