Skip to content
Disclosery

EP Wealth Advisors, LLC: OUNZ position timeline

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

EP Wealth Advisors, LLC held 63,584 OUNZ 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 63,584 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $2,453,707.

    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 63,584 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $2,864,459.

    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 63,584 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $2,637,464.

    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 63,579 shares
    Change vs previous 13F +988 shares

    0.01% of the 13F portfolio, value $2,027,534.

    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 62,591 shares
    Change vs previous 13F +291 shares

    0.02% of the 13F portfolio, value $1,886,493.

    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 62,300 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,576,190.

    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 62,300 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,581,797.

    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).