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EP Wealth Advisors, LLC: SLB position timeline

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

EP Wealth Advisors, LLC held 41,661 SLB 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 41,661 shares
    Change vs previous 13F +800 shares

    0.01% of the 13F portfolio, value $1,936,828.

    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 40,861 shares
    Change vs previous 13F -3,112 shares

    0.01% of the 13F portfolio, value $2,099,861.

    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 43,973 shares
    Change vs previous 13F +9,278 shares

    0.01% of the 13F portfolio, value $1,687,677.

    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 34,695 shares
    Change vs previous 13F +5,178 shares

    0.01% of the 13F portfolio, value $1,172,687.

    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 29,517 shares
    Change vs previous 13F +247 shares

    0.01% of the 13F portfolio, value $1,233,827.

    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 29,270 shares
    Change vs previous 13F +34 shares

    0.01% of the 13F portfolio, value $1,122,199.

    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 29,236 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,226,431.

    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).