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EP Wealth Advisors, LLC: IWV position timeline

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

EP Wealth Advisors, LLC held 17,713 IWV 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 17,713 shares
    Change vs previous 13F +1,610 shares

    0.03% of the 13F portfolio, value $7,552,949.

    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 16,103 shares
    Change vs previous 13F -1,018 shares

    0.03% of the 13F portfolio, value $5,969,189.

    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 17,121 shares
    Change vs previous 13F +3,898 shares

    0.03% of the 13F portfolio, value $6,623,409.

    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 13,223 shares
    Change vs previous 13F -905 shares

    0.03% of the 13F portfolio, value $4,641,274.

    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 14,128 shares
    Change vs previous 13F -913 shares

    0.04% of the 13F portfolio, value $4,487,729.

    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 15,041 shares
    Change vs previous 13F -468 shares

    0.04% of the 13F portfolio, value $5,027,603.

    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 15,509 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,066,972.

    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).