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EP Wealth Advisors, LLC: PULS position timeline

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

EP Wealth Advisors, LLC held 522,161 PULS 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 522,161 shares
    Change vs previous 13F -9,588 shares

    0.1% of the 13F portfolio, value $25,873,078.

    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 531,749 shares
    Change vs previous 13F -2,181 shares

    0.13% of the 13F portfolio, value $26,321,576.

    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 533,930 shares
    Change vs previous 13F +118,863 shares

    0.14% of the 13F portfolio, value $26,477,589.

    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 415,067 shares
    Change vs previous 13F +16,590 shares

    0.14% of the 13F portfolio, value $20,653,745.

    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 398,477 shares
    Change vs previous 13F +24,299 shares

    0.16% of the 13F portfolio, value $19,816,260.

    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 374,178 shares
    Change vs previous 13F +56,607 shares

    0.15% of the 13F portfolio, value $18,540,519.

    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 317,571 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $15,808,683.

    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).