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EP Wealth Advisors, LLC: SRE position timeline

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

EP Wealth Advisors, LLC held 52,576 SRE 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 52,576 shares
    Change vs previous 13F -88 shares

    0.02% of the 13F portfolio, value $4,874,358.

    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 52,664 shares
    Change vs previous 13F +1,406 shares

    0.03% of the 13F portfolio, value $5,117,381.

    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 51,258 shares
    Change vs previous 13F -13,067 shares

    0.02% of the 13F portfolio, value $4,525,602.

    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 64,325 shares
    Change vs previous 13F -292,856 shares

    0.03% of the 13F portfolio, value $4,873,941.

    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 357,181 shares
    Change vs previous 13F +4,974 shares

    0.2% of the 13F portfolio, value $25,488,409.

    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 352,207 shares
    Change vs previous 13F -6,700 shares

    0.25% of the 13F portfolio, value $30,895,613.

    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 358,907 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $30,015,444.

    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).