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EP Wealth Advisors, LLC: NORW position timeline

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

EP Wealth Advisors, LLC held 7,784 NORW 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 7,784 shares
    Change vs previous 13F -493 shares

    <0.01% of the 13F portfolio, value $248,543.

    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 8,277 shares
    Change vs previous 13F -568 shares

    <0.01% of the 13F portfolio, value $316,264.

    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 8,845 shares
    Change vs previous 13F -2,025 shares

    <0.01% of the 13F portfolio, value $265,741.

    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 10,870 shares
    Change vs previous 13F -829 shares

    <0.01% of the 13F portfolio, value $317,948.

    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 11,699 shares
    Change vs previous 13F -1,963 shares

    <0.01% of the 13F portfolio, value $317,059.

    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 13,662 shares
    Change vs previous 13F -201 shares

    <0.01% of the 13F portfolio, value $320,576.

    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 13,863 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $357,453.

    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).