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EP Wealth Advisors, LLC: PH position timeline

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

EP Wealth Advisors, LLC held 11,562 PH 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 11,562 shares
    Change vs previous 13F +139 shares

    0.04% of the 13F portfolio, value $11,308,901.

    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 11,423 shares
    Change vs previous 13F -1,774 shares

    0.05% of the 13F portfolio, value $10,226,271.

    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 13,197 shares
    Change vs previous 13F +2,521 shares

    0.06% of the 13F portfolio, value $11,599,339.

    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 10,676 shares
    Change vs previous 13F +6,792 shares

    0.05% of the 13F portfolio, value $7,456,632.

    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 3,884 shares
    Change vs previous 13F +176 shares

    0.02% of the 13F portfolio, value $2,360,735.

    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 3,708 shares
    Change vs previous 13F +276 shares

    0.02% of the 13F portfolio, value $2,358,098.

    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 3,432 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,168,483.

    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).