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EP Wealth Advisors, LLC: SPSB position timeline

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

EP Wealth Advisors, LLC held 57,836 SPSB 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 57,836 shares
    Change vs previous 13F -3,215 shares

    0.01% of the 13F portfolio, value $1,735,661.

    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 61,051 shares
    Change vs previous 13F -11,686 shares

    0.01% of the 13F portfolio, value $1,835,805.

    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 72,737 shares
    Change vs previous 13F -20,427 shares

    0.01% of the 13F portfolio, value $2,196,642.

    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 93,164 shares
    Change vs previous 13F -422 shares

    0.02% of the 13F portfolio, value $2,812,610.

    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 93,586 shares
    Change vs previous 13F -23,293 shares

    0.02% of the 13F portfolio, value $2,816,951.

    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 116,879 shares
    Change vs previous 13F +13,904 shares

    0.03% of the 13F portfolio, value $3,490,007.

    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 102,975 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,118,086.

    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).