Skip to content
Disclosery

EP Wealth Advisors, LLC: IWD position timeline

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

EP Wealth Advisors, LLC held 319,919 IWD 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 319,919 shares
    Change vs previous 13F +16,832 shares

    0.3% of the 13F portfolio, value $77,557,861.

    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 303,087 shares
    Change vs previous 13F -5,265 shares

    0.32% of the 13F portfolio, value $64,760,524.

    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 308,352 shares
    Change vs previous 13F -4,734 shares

    0.34% of the 13F portfolio, value $64,858,708.

    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 313,086 shares
    Change vs previous 13F +149 shares

    0.4% of the 13F portfolio, value $60,810,612.

    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 312,937 shares
    Change vs previous 13F -5,939 shares

    0.47% of the 13F portfolio, value $58,882,245.

    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 318,876 shares
    Change vs previous 13F -4,460 shares

    0.48% of the 13F portfolio, value $59,033,505.

    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 323,336 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $61,369,231.

    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).