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EP Wealth Advisors, LLC: PMAY position timeline

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

EP Wealth Advisors, LLC held 41,675 PMAY 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 41,675 shares
    Change vs previous 13F -5,317 shares

    0.01% of the 13F portfolio, value $1,721,178.

    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 46,992 shares
    Change vs previous 13F -3,645 shares

    0.01% of the 13F portfolio, value $1,876,860.

    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 50,637 shares
    Change vs previous 13F -3,483 shares

    0.01% of the 13F portfolio, value $2,004,719.

    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 54,120 shares
    Change vs previous 13F -790 shares

    0.01% of the 13F portfolio, value $2,045,097.

    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 54,910 shares
    Change vs previous 13F -2,712 shares

    0.02% of the 13F portfolio, value $1,965,778.

    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 57,622 shares
    Change vs previous 13F -7,452 shares

    0.02% of the 13F portfolio, value $2,069,056.

    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 65,074 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,293,449.

    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).