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EP Wealth Advisors, LLC: OEF position timeline

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

EP Wealth Advisors, LLC held 31,648 OEF 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 31,648 shares
    Change vs previous 13F -953 shares

    0.04% of the 13F portfolio, value $11,578,895.

    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 32,601 shares
    Change vs previous 13F -382 shares

    0.05% of the 13F portfolio, value $10,369,262.

    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 32,983 shares
    Change vs previous 13F -2,998 shares

    0.06% of the 13F portfolio, value $11,312,031.

    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 35,981 shares
    Change vs previous 13F +4,176 shares

    0.07% of the 13F portfolio, value $10,950,711.

    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 31,805 shares
    Change vs previous 13F +376 shares

    0.07% of the 13F portfolio, value $8,613,645.

    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 31,429 shares
    Change vs previous 13F -795 shares

    0.07% of the 13F portfolio, value $9,078,351.

    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 32,224 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,918,395.

    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).