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EP Wealth Advisors, LLC: SPYG position timeline

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

EP Wealth Advisors, LLC held 137,355 SPYG 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 137,355 shares
    Change vs previous 13F +84,940 shares

    0.06% of the 13F portfolio, value $16,343,831.

    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 52,415 shares
    Change vs previous 13F -17,648 shares

    0.03% of the 13F portfolio, value $5,131,966.

    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 70,063 shares
    Change vs previous 13F +36,182 shares

    0.04% of the 13F portfolio, value $7,475,704.

    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 33,881 shares
    Change vs previous 13F +6,410 shares

    0.02% of the 13F portfolio, value $3,229,555.

    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 27,471 shares
    Change vs previous 13F -4,080 shares

    0.02% of the 13F portfolio, value $2,207,824.

    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 31,551 shares
    Change vs previous 13F -1,843 shares

    0.02% of the 13F portfolio, value $2,773,291.

    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 33,394 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,769,694.

    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).