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EP Wealth Advisors, LLC: PZA position timeline

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

EP Wealth Advisors, LLC held 2,348,353 PZA 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 2,348,353 shares
    Change vs previous 13F +540,746 shares

    0.21% of the 13F portfolio, value $55,233,266.

    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 1,807,607 shares
    Change vs previous 13F +205,481 shares

    0.2% of the 13F portfolio, value $41,538,811.

    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 1,602,126 shares
    Change vs previous 13F +74,145 shares

    0.19% of the 13F portfolio, value $37,153,308.

    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 1,527,981 shares
    Change vs previous 13F +75,670 shares

    0.22% of the 13F portfolio, value $34,211,500.

    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 1,452,311 shares
    Change vs previous 13F +43,484 shares

    0.27% of the 13F portfolio, value $33,461,254.

    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 1,408,827 shares
    Change vs previous 13F +95,407 shares

    0.27% of the 13F portfolio, value $33,262,411.

    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 1,313,420 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $31,719,100.

    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).