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EP Wealth Advisors, LLC: MOAT position timeline

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

EP Wealth Advisors, LLC held 20,483 MOAT 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 20,483 shares
    Change vs previous 13F -157 shares

    0.01% of the 13F portfolio, value $2,129,418.

    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 20,640 shares
    Change vs previous 13F +559 shares

    0.01% of the 13F portfolio, value $1,995,890.

    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 20,081 shares
    Change vs previous 13F -12,844 shares

    0.01% of the 13F portfolio, value $2,079,594.

    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 32,925 shares
    Change vs previous 13F -230,840 shares

    0.02% of the 13F portfolio, value $3,088,025.

    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 263,765 shares
    Change vs previous 13F -72,624 shares

    0.19% of the 13F portfolio, value $23,211,345.

    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 336,389 shares
    Change vs previous 13F -11,515 shares

    0.25% of the 13F portfolio, value $31,191,628.

    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 347,904 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $33,729,296.

    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).