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EP Wealth Advisors, LLC: SUB position timeline

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

EP Wealth Advisors, LLC held 338,887 SUB 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 338,887 shares
    Change vs previous 13F +87,259 shares

    0.14% of the 13F portfolio, value $36,081,285.

    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 251,628 shares
    Change vs previous 13F +6,281 shares

    0.13% of the 13F portfolio, value $26,798,368.

    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 245,347 shares
    Change vs previous 13F +110,944 shares

    0.14% of the 13F portfolio, value $26,178,564.

    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 134,403 shares
    Change vs previous 13F +61,724 shares

    0.09% of the 13F portfolio, value $14,292,436.

    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 72,679 shares
    Change vs previous 13F +9,076 shares

    0.06% of the 13F portfolio, value $7,674,854.

    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 63,603 shares
    Change vs previous 13F +3,688 shares

    0.05% of the 13F portfolio, value $6,708,833.

    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 59,915 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,362,364.

    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).