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EP Wealth Advisors, LLC: SPDW position timeline

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

EP Wealth Advisors, LLC held 171,766 SPDW 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 171,766 shares
    Change vs previous 13F +120,351 shares

    0.03% of the 13F portfolio, value $8,655,311.

    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 51,415 shares
    Change vs previous 13F -37,922 shares

    0.01% of the 13F portfolio, value $2,347,080.

    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 89,337 shares
    Change vs previous 13F +46,951 shares

    0.02% of the 13F portfolio, value $3,967,495.

    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 42,386 shares
    Change vs previous 13F -998 shares

    0.01% of the 13F portfolio, value $1,716,200.

    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 43,384 shares
    Change vs previous 13F -4,563 shares

    0.01% of the 13F portfolio, value $1,579,597.

    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 47,947 shares
    Change vs previous 13F +105 shares

    0.01% of the 13F portfolio, value $1,636,429.

    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 47,842 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,796,957.

    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).