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EP Wealth Advisors, LLC: SPEM position timeline

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

EP Wealth Advisors, LLC held 278,716 SPEM 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 278,716 shares
    Change vs previous 13F +173,686 shares

    0.06% of the 13F portfolio, value $14,431,914.

    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 105,030 shares
    Change vs previous 13F -139,984 shares

    0.02% of the 13F portfolio, value $4,926,959.

    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 245,014 shares
    Change vs previous 13F +187,743 shares

    0.06% of the 13F portfolio, value $11,469,092.

    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 57,271 shares
    Change vs previous 13F +23,248 shares

    0.02% of the 13F portfolio, value $2,447,774.

    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 34,023 shares
    Change vs previous 13F -943 shares

    0.01% of the 13F portfolio, value $1,339,489.

    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 34,966 shares
    Change vs previous 13F +13,023 shares

    0.01% of the 13F portfolio, value $1,341,649.

    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 21,943 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $905,821.

    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).