Skip to content
Disclosery

EP Wealth Advisors, LLC: PPG position timeline

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

EP Wealth Advisors, LLC held 5,883 PPG 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 5,883 shares
    Change vs previous 13F +2,758 shares

    <0.01% of the 13F portfolio, value $713,495.

    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 3,125 shares
    Change vs previous 13F +265 shares

    <0.01% of the 13F portfolio, value $333,998.

    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 2,860 shares
    Change vs previous 13F -519 shares

    <0.01% of the 13F portfolio, value $293,083.

    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 3,379 shares
    Change vs previous 13F +330 shares

    <0.01% of the 13F portfolio, value $384,407.

    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 3,049 shares
    Change vs previous 13F -3,248 shares

    <0.01% of the 13F portfolio, value $333,427.

    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 6,297 shares
    Change vs previous 13F -31 shares

    0.01% of the 13F portfolio, value $752,191.

    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 6,328 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $838,216.

    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).