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EP Wealth Advisors, LLC: META position timeline

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

EP Wealth Advisors, LLC held 262,961 META 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 262,961 shares
    Change vs previous 13F +37,956 shares

    0.57% of the 13F portfolio, value $148,123,340.

    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 225,005 shares
    Change vs previous 13F +17,708 shares

    0.63% of the 13F portfolio, value $128,732,016.

    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 207,297 shares
    Change vs previous 13F +26,629 shares

    0.71% of the 13F portfolio, value $136,834,678.

    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 180,668 shares
    Change vs previous 13F -7,183 shares

    0.88% of the 13F portfolio, value $133,349,496.

    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 187,851 shares
    Change vs previous 13F -1,923 shares

    0.86% of the 13F portfolio, value $108,269,660.

    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 189,774 shares
    Change vs previous 13F -10,232 shares

    0.91% of the 13F portfolio, value $111,114,368.

    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 200,006 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $114,491,804.

    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).