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EP Wealth Advisors, LLC: SPYV position timeline

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

EP Wealth Advisors, LLC held 136,424 SPYV 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 136,424 shares
    Change vs previous 13F +82,448 shares

    0.03% of the 13F portfolio, value $8,293,189.

    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 53,976 shares
    Change vs previous 13F -23,925 shares

    0.02% of the 13F portfolio, value $3,053,947.

    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 77,901 shares
    Change vs previous 13F +29,891 shares

    0.02% of the 13F portfolio, value $4,425,514.

    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 48,010 shares
    Change vs previous 13F +4,987 shares

    0.02% of the 13F portfolio, value $2,512,840.

    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 43,023 shares
    Change vs previous 13F -10,455 shares

    0.02% of the 13F portfolio, value $2,197,191.

    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 53,478 shares
    Change vs previous 13F +28,992 shares

    0.02% of the 13F portfolio, value $2,734,868.

    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 24,486 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,294,329.

    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).