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EP Wealth Advisors, LLC: QQQM position timeline

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

EP Wealth Advisors, LLC held 188,652 QQQM 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 188,652 shares
    Change vs previous 13F +47,430 shares

    0.22% of the 13F portfolio, value $57,156,043.

    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 141,222 shares
    Change vs previous 13F -1,279 shares

    0.16% of the 13F portfolio, value $33,557,136.

    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 142,501 shares
    Change vs previous 13F -555 shares

    0.19% of the 13F portfolio, value $36,041,465.

    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 143,056 shares
    Change vs previous 13F -1,005 shares

    0.21% of the 13F portfolio, value $32,488,085.

    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 144,061 shares
    Change vs previous 13F -2,056 shares

    0.22% of the 13F portfolio, value $27,806,591.

    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 146,117 shares
    Change vs previous 13F +3,764 shares

    0.25% of the 13F portfolio, value $30,750,427.

    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 142,353 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $28,591,700.

    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).