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EP Wealth Advisors, LLC: MU position timeline

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

EP Wealth Advisors, LLC held 91,513 MU 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 91,513 shares
    Change vs previous 13F +39,780 shares

    0.4% of the 13F portfolio, value $105,632,665.

    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 51,733 shares
    Change vs previous 13F +11,758 shares

    0.09% of the 13F portfolio, value $17,477,453.

    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 39,975 shares
    Change vs previous 13F +1,075 shares

    0.06% of the 13F portfolio, value $11,409,270.

    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 38,900 shares
    Change vs previous 13F +12,075 shares

    0.03% of the 13F portfolio, value $4,794,484.

    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 26,825 shares
    Change vs previous 13F -1,631 shares

    0.02% of the 13F portfolio, value $2,330,831.

    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 28,456 shares
    Change vs previous 13F -474 shares

    0.02% of the 13F portfolio, value $2,394,830.

    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 28,930 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,000,327.

    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).