Skip to content
Disclosery

EP Wealth Advisors, LLC: SPY position timeline

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

EP Wealth Advisors, LLC held 482,806 SPY 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 482,806 shares
    Change vs previous 13F +36,818 shares

    1.38% of the 13F portfolio, value $360,545,263.

    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 445,988 shares
    Change vs previous 13F -20,918 shares

    1.43% of the 13F portfolio, value $290,043,585.

    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 466,906 shares
    Change vs previous 13F +23,532 shares

    1.65% of the 13F portfolio, value $318,392,938.

    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 443,374 shares
    Change vs previous 13F +36,852 shares

    1.8% of the 13F portfolio, value $273,938,734.

    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 406,522 shares
    Change vs previous 13F +20,329 shares

    1.82% of the 13F portfolio, value $227,404,487.

    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 386,193 shares
    Change vs previous 13F -34,889 shares

    1.85% of the 13F portfolio, value $226,340,026.

    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 421,082 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $241,600,102.

    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).