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EP Wealth Advisors, LLC: MUB position timeline

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

EP Wealth Advisors, LLC held 854,384 MUB 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 854,384 shares
    Change vs previous 13F +6,765 shares

    0.35% of the 13F portfolio, value $91,948,770.

    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 847,619 shares
    Change vs previous 13F +62,666 shares

    0.44% of the 13F portfolio, value $89,974,785.

    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 784,953 shares
    Change vs previous 13F -59,730 shares

    0.44% of the 13F portfolio, value $84,076,336.

    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 844,683 shares
    Change vs previous 13F -104,372 shares

    0.58% of the 13F portfolio, value $88,252,497.

    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 949,055 shares
    Change vs previous 13F -101,456 shares

    0.8% of the 13F portfolio, value $100,068,316.

    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 1,050,511 shares
    Change vs previous 13F +110,174 shares

    0.91% of the 13F portfolio, value $111,931,908.

    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 940,337 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $102,148,822.

    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).