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EP Wealth Advisors, LLC: SPIB position timeline

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

EP Wealth Advisors, LLC held 102,411 SPIB 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 102,411 shares
    Change vs previous 13F -907 shares

    0.01% of the 13F portfolio, value $3,426,674.

    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 103,318 shares
    Change vs previous 13F +2,747 shares

    0.02% of the 13F portfolio, value $3,465,302.

    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 100,571 shares
    Change vs previous 13F -18,443 shares

    0.02% of the 13F portfolio, value $3,400,320.

    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 119,014 shares
    Change vs previous 13F -6,065 shares

    0.03% of the 13F portfolio, value $3,996,481.

    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 125,079 shares
    Change vs previous 13F +14,192 shares

    0.03% of the 13F portfolio, value $4,157,626.

    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 110,887 shares
    Change vs previous 13F +2,088 shares

    0.03% of the 13F portfolio, value $3,632,669.

    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 108,799 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,667,603.

    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).