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EP Wealth Advisors, LLC: KEYS position timeline

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

EP Wealth Advisors, LLC held 145,827 KEYS 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 145,827 shares
    Change vs previous 13F -7,874 shares

    0.2% of the 13F portfolio, value $51,049,636.

    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 153,701 shares
    Change vs previous 13F -7,287 shares

    0.21% of the 13F portfolio, value $43,400,602.

    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 160,988 shares
    Change vs previous 13F -1,274 shares

    0.17% of the 13F portfolio, value $32,711,253.

    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 162,262 shares
    Change vs previous 13F +613 shares

    0.17% of the 13F portfolio, value $26,588,200.

    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 161,649 shares
    Change vs previous 13F -2,489 shares

    0.19% of the 13F portfolio, value $24,210,191.

    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 164,138 shares
    Change vs previous 13F -5,285 shares

    0.22% of the 13F portfolio, value $26,365,407.

    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 169,423 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $26,926,406.

    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).