Skip to content
Disclosery

EP Wealth Advisors, LLC: NVDA position timeline

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

EP Wealth Advisors, LLC held 3,070,726 NVDA 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 3,070,726 shares
    Change vs previous 13F +443,070 shares

    2.35% of the 13F portfolio, value $614,421,555.

    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 2,627,656 shares
    Change vs previous 13F +221,990 shares

    2.25% of the 13F portfolio, value $458,263,269.

    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 2,405,666 shares
    Change vs previous 13F +544,670 shares

    2.33% of the 13F portfolio, value $448,656,650.

    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 1,860,996 shares
    Change vs previous 13F +407,774 shares

    1.93% of the 13F portfolio, value $294,018,823.

    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 1,453,222 shares
    Change vs previous 13F +25,243 shares

    1.26% of the 13F portfolio, value $157,500,160.

    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 1,427,979 shares
    Change vs previous 13F -45,826 shares

    1.56% of the 13F portfolio, value $191,763,297.

    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 1,473,805 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $178,978,940.

    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).