Skip to content
Disclosery

EP Wealth Advisors, LLC: NEM position timeline

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

EP Wealth Advisors, LLC held 273,421 NEM 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 273,421 shares
    Change vs previous 13F +218,238 shares

    0.1% of the 13F portfolio, value $25,537,492.

    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 55,183 shares
    Change vs previous 13F +7,277 shares

    0.03% of the 13F portfolio, value $5,973,565.

    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 47,906 shares
    Change vs previous 13F +3,926 shares

    0.02% of the 13F portfolio, value $4,783,425.

    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 43,980 shares
    Change vs previous 13F +2,625 shares

    0.02% of the 13F portfolio, value $2,562,278.

    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 41,355 shares
    Change vs previous 13F -3,122 shares

    0.02% of the 13F portfolio, value $1,996,641.

    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 44,477 shares
    Change vs previous 13F -748 shares

    0.01% of the 13F portfolio, value $1,655,416.

    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 45,225 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,417,280.

    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).