Skip to content
Disclosery

EP Wealth Advisors, LLC: LEG position timeline

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

EP Wealth Advisors, LLC held 57,206 LEG 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 57,206 shares
    Change vs previous 13F +9,343 shares

    <0.01% of the 13F portfolio, value $669,882.

    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 47,863 shares
    Change vs previous 13F -570 shares

    <0.01% of the 13F portfolio, value $472,886.

    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 48,433 shares
    Change vs previous 13F +13,574 shares

    <0.01% of the 13F portfolio, value $532,763.

    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 34,859 shares
    Change vs previous 13F +1,912 shares

    <0.01% of the 13F portfolio, value $310,942.

    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 32,947 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $260,611.

    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).