Skip to content
Disclosery

EP Wealth Advisors, LLC: RGLD position timeline

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

EP Wealth Advisors, LLC held 2,356 RGLD 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 2,356 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $470,318.

    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 2,198 shares
    Change vs previous 13F -188 shares

    <0.01% of the 13F portfolio, value $559,393.

    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 2,386 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $530,405.

    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 2,423 shares
    Change vs previous 13F +202 shares

    <0.01% of the 13F portfolio, value $430,906.

    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 2,221 shares
    Change vs previous 13F +270 shares

    <0.01% of the 13F portfolio, value $363,156.

    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 1,951 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $257,239.

    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 1,910 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $267,973.

    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).