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EP Wealth Advisors, LLC: NTRS position timeline

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

EP Wealth Advisors, LLC held 15,109 NTRS 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 15,109 shares
    Change vs previous 13F +440 shares

    0.01% of the 13F portfolio, value $2,626,509.

    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 14,669 shares
    Change vs previous 13F +90 shares

    0.01% of the 13F portfolio, value $2,047,396.

    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 14,579 shares
    Change vs previous 13F +3,185 shares

    0.01% of the 13F portfolio, value $1,991,381.

    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 11,394 shares
    Change vs previous 13F +299 shares

    0.01% of the 13F portfolio, value $1,444,608.

    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 11,095 shares
    Change vs previous 13F -386 shares

    0.01% of the 13F portfolio, value $1,094,554.

    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 11,481 shares
    Change vs previous 13F -316 shares

    0.01% of the 13F portfolio, value $1,176,775.

    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 11,797 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,062,121.

    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).