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EP Wealth Advisors, LLC: QQQ position timeline

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

EP Wealth Advisors, LLC held 177,229 QQQ 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 177,229 shares
    Change vs previous 13F +36,602 shares

    0.5% of the 13F portfolio, value $130,511,748.

    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 140,627 shares
    Change vs previous 13F +10,843 shares

    0.4% of the 13F portfolio, value $81,167,323.

    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 129,784 shares
    Change vs previous 13F -4,733 shares

    0.41% of the 13F portfolio, value $79,727,839.

    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 134,517 shares
    Change vs previous 13F +32,132 shares

    0.49% of the 13F portfolio, value $74,204,834.

    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 102,385 shares
    Change vs previous 13F -199 shares

    0.38% of the 13F portfolio, value $48,010,297.

    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 102,584 shares
    Change vs previous 13F -9,780 shares

    0.43% of the 13F portfolio, value $52,443,824.

    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 112,364 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $54,841,387.

    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).