Skip to content
Disclosery

EP Wealth Advisors, LLC: SABR position timeline

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

EP Wealth Advisors, LLC held 85,397 SABR 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 85,397 shares
    Change vs previous 13F -1,738 shares

    <0.01% of the 13F portfolio, value $178,480.

    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 87,135 shares
    Change vs previous 13F +4,041 shares

    <0.01% of the 13F portfolio, value $126,346.

    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 83,094 shares
    Change vs previous 13F +771 shares

    <0.01% of the 13F portfolio, value $113,008.

    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 82,323 shares
    Change vs previous 13F -238 shares

    <0.01% of the 13F portfolio, value $260,141.

    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 82,561 shares
    Change vs previous 13F -409 shares

    <0.01% of the 13F portfolio, value $231,996.

    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 82,970 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $302,841.

    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 82,970 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $304,500.

    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).