Skip to content
Disclosery

EP Wealth Advisors, LLC: IWF position timeline

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

EP Wealth Advisors, LLC held 772,054 IWF 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 772,054 shares
    Change vs previous 13F +598,366 shares

    0.37% of the 13F portfolio, value $95,865,998.

    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 173,688 shares
    Change vs previous 13F -2,332 shares

    0.36% of the 13F portfolio, value $74,060,728.

    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 176,020 shares
    Change vs previous 13F -4,205 shares

    0.43% of the 13F portfolio, value $83,310,337.

    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 180,225 shares
    Change vs previous 13F +1,721 shares

    0.5% of the 13F portfolio, value $76,519,792.

    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 178,504 shares
    Change vs previous 13F -5,536 shares

    0.51% of the 13F portfolio, value $64,456,123.

    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 184,040 shares
    Change vs previous 13F -34,629 shares

    0.6% of the 13F portfolio, value $73,906,981.

    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 218,669 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $82,084,031.

    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).