Skip to content
Disclosery

EP Wealth Advisors, LLC: SLV position timeline

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

EP Wealth Advisors, LLC held 103,496 SLV 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 103,496 shares
    Change vs previous 13F +5,290 shares

    0.02% of the 13F portfolio, value $5,533,931.

    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 98,206 shares
    Change vs previous 13F +4,047 shares

    0.03% of the 13F portfolio, value $6,691,757.

    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 94,159 shares
    Change vs previous 13F +2,167 shares

    0.03% of the 13F portfolio, value $6,065,723.

    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 91,992 shares
    Change vs previous 13F +8,532 shares

    0.02% of the 13F portfolio, value $3,018,258.

    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 83,460 shares
    Change vs previous 13F +1,670 shares

    0.02% of the 13F portfolio, value $2,586,425.

    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 81,790 shares
    Change vs previous 13F +575 shares

    0.02% of the 13F portfolio, value $2,153,531.

    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 81,215 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,307,318.

    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).