Skip to content
Disclosery

EP Wealth Advisors, LLC: MTG position timeline

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

EP Wealth Advisors, LLC held 27,796 MTG 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 27,796 shares
    Change vs previous 13F +3,348 shares

    <0.01% of the 13F portfolio, value $783,854.

    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 24,448 shares
    Change vs previous 13F -27,999 shares

    <0.01% of the 13F portfolio, value $641,766.

    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 52,447 shares
    Change vs previous 13F -27,914 shares

    0.01% of the 13F portfolio, value $1,532,508.

    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 80,361 shares
    Change vs previous 13F +34,880 shares

    0.01% of the 13F portfolio, value $2,237,243.

    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 45,481 shares
    Change vs previous 13F +398 shares

    0.01% of the 13F portfolio, value $1,127,008.

    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 45,083 shares
    Change vs previous 13F +82 shares

    0.01% of the 13F portfolio, value $1,068,924.

    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 45,001 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,152,030.

    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).