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EP Wealth Advisors, LLC: IWP position timeline

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

EP Wealth Advisors, LLC held 190,389 IWP 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 190,389 shares
    Change vs previous 13F -1,684 shares

    0.11% of the 13F portfolio, value $27,874,878.

    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 192,073 shares
    Change vs previous 13F +2,331 shares

    0.12% of the 13F portfolio, value $24,608,420.

    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 189,742 shares
    Change vs previous 13F -8,948 shares

    0.13% of the 13F portfolio, value $25,983,307.

    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 198,690 shares
    Change vs previous 13F -117,663 shares

    0.18% of the 13F portfolio, value $27,554,370.

    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 316,353 shares
    Change vs previous 13F +176,577 shares

    0.3% of the 13F portfolio, value $37,168,285.

    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 139,776 shares
    Change vs previous 13F +1,227 shares

    0.14% of the 13F portfolio, value $17,716,598.

    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 138,549 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $16,250,499.

    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).