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EP Wealth Advisors, LLC: RSG position timeline

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

EP Wealth Advisors, LLC held 81,132 RSG 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 81,132 shares
    Change vs previous 13F +22,421 shares

    0.07% of the 13F portfolio, value $17,287,686.

    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 58,711 shares
    Change vs previous 13F +17,948 shares

    0.06% of the 13F portfolio, value $12,858,779.

    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 40,763 shares
    Change vs previous 13F +764 shares

    0.04% of the 13F portfolio, value $8,638,890.

    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 39,999 shares
    Change vs previous 13F +35,883 shares

    0.06% of the 13F portfolio, value $9,864,108.

    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 4,116 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $996,733.

    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 4,162 shares
    Change vs previous 13F +297 shares

    0.01% of the 13F portfolio, value $837,311.

    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 3,865 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $776,247.

    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).