Skip to content
Disclosery

EP Wealth Advisors, LLC: KHC position timeline

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

EP Wealth Advisors, LLC held 26,133 KHC 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 26,133 shares
    Change vs previous 13F +12,549 shares

    <0.01% of the 13F portfolio, value $617,260.

    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 13,584 shares
    Change vs previous 13F -16,905 shares

    <0.01% of the 13F portfolio, value $305,504.

    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 30,489 shares
    Change vs previous 13F -2,483 shares

    <0.01% of the 13F portfolio, value $739,352.

    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 32,972 shares
    Change vs previous 13F -2,527 shares

    0.01% of the 13F portfolio, value $851,332.

    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 35,499 shares
    Change vs previous 13F -22,619 shares

    0.01% of the 13F portfolio, value $1,080,243.

    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 58,118 shares
    Change vs previous 13F +2,423 shares

    0.01% of the 13F portfolio, value $1,784,814.

    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 55,695 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,955,444.

    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).