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EP Wealth Advisors, LLC: MSFT position timeline

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

EP Wealth Advisors, LLC held 939,168 MSFT 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 939,168 shares
    Change vs previous 13F +107,849 shares

    1.34% of the 13F portfolio, value $350,328,552.

    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 831,319 shares
    Change vs previous 13F +15,097 shares

    1.51% of the 13F portfolio, value $307,729,208.

    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 816,222 shares
    Change vs previous 13F +19,230 shares

    2.05% of the 13F portfolio, value $394,741,348.

    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 796,992 shares
    Change vs previous 13F +81,441 shares

    2.61% of the 13F portfolio, value $396,431,831.

    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 715,551 shares
    Change vs previous 13F +28,019 shares

    2.15% of the 13F portfolio, value $268,610,523.

    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 687,532 shares
    Change vs previous 13F -7,443 shares

    2.36% of the 13F portfolio, value $289,794,947.

    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 694,975 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $299,047,666.

    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).