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EP Wealth Advisors, LLC: SPYM position timeline

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

EP Wealth Advisors, LLC held 418,841 SPYM 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 418,841 shares
    Change vs previous 13F +299,663 shares

    0.14% of the 13F portfolio, value $36,807,780.

    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 119,178 shares
    Change vs previous 13F -1,186 shares

    0.04% of the 13F portfolio, value $9,121,914.

    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 120,364 shares
    Change vs previous 13F +86,183 shares

    0.05% of the 13F portfolio, value $9,655,570.

    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 34,181 shares
    Change vs previous 13F +20,264 shares

    0.02% of the 13F portfolio, value $2,484,633.

    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 13,917 shares
    Change vs previous 13F -3,066 shares

    0.01% of the 13F portfolio, value $915,191.

    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 16,983 shares
    Change vs previous 13F +8,855 shares

    0.01% of the 13F portfolio, value $1,170,819.

    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 8,128 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $548,690.

    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).