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EP Wealth Advisors, LLC: QTEC position timeline

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

EP Wealth Advisors, LLC held 77,980 QTEC 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 77,980 shares
    Change vs previous 13F -254 shares

    0.1% of the 13F portfolio, value $26,099,140.

    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 78,234 shares
    Change vs previous 13F -565 shares

    0.08% of the 13F portfolio, value $16,896,988.

    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 78,799 shares
    Change vs previous 13F +5,085 shares

    0.09% of the 13F portfolio, value $18,140,327.

    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 73,714 shares
    Change vs previous 13F -5,622 shares

    0.1% of the 13F portfolio, value $15,688,551.

    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 79,336 shares
    Change vs previous 13F -266 shares

    0.11% of the 13F portfolio, value $13,769,556.

    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 79,602 shares
    Change vs previous 13F -137 shares

    0.12% of the 13F portfolio, value $14,987,465.

    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 79,739 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $15,254,868.

    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).