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EP Wealth Advisors, LLC: PM position timeline

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

EP Wealth Advisors, LLC held 50,883 PM 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 50,883 shares
    Change vs previous 13F -2,256 shares

    0.04% of the 13F portfolio, value $9,205,185.

    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 53,139 shares
    Change vs previous 13F -918 shares

    0.04% of the 13F portfolio, value $8,785,946.

    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 54,057 shares
    Change vs previous 13F +2,804 shares

    0.05% of the 13F portfolio, value $8,670,705.

    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 51,253 shares
    Change vs previous 13F +4,146 shares

    0.06% of the 13F portfolio, value $9,334,797.

    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 47,107 shares
    Change vs previous 13F -476 shares

    0.06% of the 13F portfolio, value $7,477,293.

    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 47,583 shares
    Change vs previous 13F +3,541 shares

    0.05% of the 13F portfolio, value $5,726,598.

    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 44,042 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,346,632.

    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).