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EP Wealth Advisors, LLC: LOW position timeline

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

EP Wealth Advisors, LLC held 68,909 LOW 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 68,909 shares
    Change vs previous 13F -898 shares

    0.06% of the 13F portfolio, value $15,193,668.

    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 69,807 shares
    Change vs previous 13F -2,627 shares

    0.08% of the 13F portfolio, value $16,493,909.

    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 72,434 shares
    Change vs previous 13F -1,194 shares

    0.09% of the 13F portfolio, value $17,468,263.

    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 73,628 shares
    Change vs previous 13F +814 shares

    0.11% of the 13F portfolio, value $16,335,777.

    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 72,814 shares
    Change vs previous 13F -500 shares

    0.14% of the 13F portfolio, value $16,982,433.

    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 73,314 shares
    Change vs previous 13F +1,161 shares

    0.15% of the 13F portfolio, value $18,093,813.

    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 72,153 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $19,542,661.

    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).