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EP Wealth Advisors, LLC: PAVE position timeline

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

EP Wealth Advisors, LLC held 743,811 PAVE 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 743,811 shares
    Change vs previous 13F -124 shares

    0.17% of the 13F portfolio, value $43,825,359.

    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 743,935 shares
    Change vs previous 13F -4,529 shares

    0.19% of the 13F portfolio, value $37,799,336.

    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 748,464 shares
    Change vs previous 13F +2,922 shares

    0.19% of the 13F portfolio, value $35,769,112.

    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 745,542 shares
    Change vs previous 13F -9,699 shares

    0.21% of the 13F portfolio, value $32,490,720.

    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 755,241 shares
    Change vs previous 13F +2,591 shares

    0.23% of the 13F portfolio, value $28,495,243.

    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 752,650 shares
    Change vs previous 13F -589 shares

    0.25% of the 13F portfolio, value $30,414,587.

    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 753,239 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $31,003,331.

    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).