Skip to content
Disclosery

EP Wealth Advisors, LLC: MSCI position timeline

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

EP Wealth Advisors, LLC held 3,882 MSCI 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 3,882 shares
    Change vs previous 13F +1,730 shares

    0.01% of the 13F portfolio, value $2,174,261.

    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 2,152 shares
    Change vs previous 13F +97 shares

    0.01% of the 13F portfolio, value $1,160,178.

    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 2,055 shares
    Change vs previous 13F -175 shares

    0.01% of the 13F portfolio, value $1,179,091.

    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 2,230 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $1,286,247.

    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 2,235 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $1,263,704.

    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 2,243 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $1,345,565.

    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 2,262 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,318,711.

    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).