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EP Wealth Advisors, LLC: QCOM position timeline

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

EP Wealth Advisors, LLC held 79,162 QCOM 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 79,162 shares
    Change vs previous 13F -1,414 shares

    0.06% of the 13F portfolio, value $14,628,362.

    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 80,576 shares
    Change vs previous 13F -17,128 shares

    0.05% of the 13F portfolio, value $10,376,595.

    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 97,704 shares
    Change vs previous 13F -4,151 shares

    0.09% of the 13F portfolio, value $16,712,355.

    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 101,855 shares
    Change vs previous 13F -7,933 shares

    0.11% of the 13F portfolio, value $16,221,426.

    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 109,788 shares
    Change vs previous 13F +8,223 shares

    0.13% of the 13F portfolio, value $16,864,465.

    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 101,565 shares
    Change vs previous 13F +3,604 shares

    0.13% of the 13F portfolio, value $15,602,342.

    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 97,961 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $16,658,212.

    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).