Skip to content
Disclosery

EP Wealth Advisors, LLC: SPYD position timeline

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

EP Wealth Advisors, LLC held 36,761 SPYD 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 36,761 shares
    Change vs previous 13F +4,446 shares

    0.01% of the 13F portfolio, value $1,753,875.

    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 32,315 shares
    Change vs previous 13F -28,881 shares

    0.01% of the 13F portfolio, value $1,470,986.

    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 61,196 shares
    Change vs previous 13F +3,614 shares

    0.01% of the 13F portfolio, value $2,646,742.

    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 57,582 shares
    Change vs previous 13F -10,671 shares

    0.02% of the 13F portfolio, value $2,443,784.

    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 68,253 shares
    Change vs previous 13F -7,902 shares

    0.02% of the 13F portfolio, value $3,020,877.

    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 76,155 shares
    Change vs previous 13F +40,289 shares

    0.03% of the 13F portfolio, value $3,292,941.

    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 35,866 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,637,267.

    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).