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EP Wealth Advisors, LLC: NTAP position timeline

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

EP Wealth Advisors, LLC held 18,398 NTAP 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 18,398 shares
    Change vs previous 13F +1,884 shares

    0.01% of the 13F portfolio, value $2,847,290.

    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 16,514 shares
    Change vs previous 13F -517 shares

    0.01% of the 13F portfolio, value $1,690,831.

    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 17,031 shares
    Change vs previous 13F -154 shares

    0.01% of the 13F portfolio, value $1,823,880.

    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 17,185 shares
    Change vs previous 13F +2,146 shares

    0.01% of the 13F portfolio, value $1,831,048.

    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 15,039 shares
    Change vs previous 13F +2,441 shares

    0.01% of the 13F portfolio, value $1,321,033.

    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 12,598 shares
    Change vs previous 13F -516 shares

    0.01% of the 13F portfolio, value $1,462,385.

    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 13,114 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,619,720.

    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).