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EP Wealth Advisors, LLC: PEP position timeline

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

EP Wealth Advisors, LLC held 371,842 PEP 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 371,842 shares
    Change vs previous 13F -66,223 shares

    0.19% of the 13F portfolio, value $50,347,372.

    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 438,065 shares
    Change vs previous 13F +1,595 shares

    0.33% of the 13F portfolio, value $68,027,060.

    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 436,470 shares
    Change vs previous 13F +52,761 shares

    0.33% of the 13F portfolio, value $62,642,167.

    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 383,709 shares
    Change vs previous 13F +21,886 shares

    0.33% of the 13F portfolio, value $50,664,995.

    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 361,823 shares
    Change vs previous 13F +10,200 shares

    0.43% of the 13F portfolio, value $54,251,704.

    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 351,623 shares
    Change vs previous 13F -1,186 shares

    0.44% of the 13F portfolio, value $53,467,852.

    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 352,809 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $59,995,204.

    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).