EP Wealth Advisors, LLC: SNOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on SNOW, newest first. How the timeline and the estimate are built.
EP Wealth Advisors, LLC held 271,679 SNOW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 271,679 sharesChange vs previous 13F +225,094 shares
0.26% of the 13F portfolio, value $69,142,413.
13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 46,585 sharesChange vs previous 13F +1,514 shares
0.03% of the 13F portfolio, value $7,025,925.
13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 45,071 sharesChange vs previous 13F -49,651 shares
0.05% of the 13F portfolio, value $9,886,818.
13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 94,722 sharesChange vs previous 13F +94,722 shares
0.14% of the 13F portfolio, value $21,196,027.
13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.