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EP Wealth Advisors, LLC: IWM position timeline

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

EP Wealth Advisors, LLC held 77,521 IWM 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 77,521 shares
    Change vs previous 13F +2,920 shares

    0.09% of the 13F portfolio, value $23,291,185.

    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 74,601 shares
    Change vs previous 13F +4,149 shares

    0.09% of the 13F portfolio, value $18,501,158.

    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 70,452 shares
    Change vs previous 13F -19,283 shares

    0.09% of the 13F portfolio, value $17,342,557.

    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 89,735 shares
    Change vs previous 13F +43,848 shares

    0.13% of the 13F portfolio, value $19,363,973.

    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 45,887 shares
    Change vs previous 13F +1,859 shares

    0.07% of the 13F portfolio, value $9,153,979.

    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 44,028 shares
    Change vs previous 13F -2,718 shares

    0.08% of the 13F portfolio, value $9,728,317.

    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 46,746 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $10,325,733.

    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).