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Disclosery

EP Wealth Advisors, LLC: PFS position timeline

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

EP Wealth Advisors, LLC held 23,778 PFS 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 23,778 shares
    Change vs previous 13F +718 shares

    <0.01% of the 13F portfolio, value $562,117.

    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 23,060 shares
    Change vs previous 13F +183 shares

    <0.01% of the 13F portfolio, value $487,950.

    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 22,877 shares
    Change vs previous 13F -2,120 shares

    <0.01% of the 13F portfolio, value $451,812.

    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 24,997 shares
    Change vs previous 13F +1,123 shares

    <0.01% of the 13F portfolio, value $438,189.

    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 23,874 shares
    Change vs previous 13F +10,417 shares

    <0.01% of the 13F portfolio, value $409,917.

    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 13,457 shares
    Change vs previous 13F +2,074 shares

    <0.01% of the 13F portfolio, value $253,934.

    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 11,383 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,268.

    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).