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EP Wealth Advisors, LLC: KRE position timeline

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

EP Wealth Advisors, LLC held 31,606 KRE 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 31,606 shares
    Change vs previous 13F -9,423 shares

    0.01% of the 13F portfolio, value $2,365,696.

    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 41,029 shares
    Change vs previous 13F +31,614 shares

    0.01% of the 13F portfolio, value $2,673,044.

    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 9,415 shares
    Change vs previous 13F -384,244 shares

    <0.01% of the 13F portfolio, value $610,205.

    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 393,659 shares
    Change vs previous 13F -35,943 shares

    0.15% of the 13F portfolio, value $23,379,384.

    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 429,602 shares
    Change vs previous 13F -12,903 shares

    0.2% of the 13F portfolio, value $24,422,853.

    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 442,505 shares
    Change vs previous 13F -7,339 shares

    0.22% of the 13F portfolio, value $26,705,180.

    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 449,844 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $25,461,186.

    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).