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EP Wealth Advisors, LLC: SUSB position timeline

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

EP Wealth Advisors, LLC held 768,196 SUSB 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 768,196 shares
    Change vs previous 13F +67,280 shares

    0.07% of the 13F portfolio, value $19,197,227.

    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 700,916 shares
    Change vs previous 13F +32,432 shares

    0.09% of the 13F portfolio, value $17,568,464.

    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 668,484 shares
    Change vs previous 13F +199,054 shares

    0.09% of the 13F portfolio, value $16,872,516.

    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 469,430 shares
    Change vs previous 13F +96,783 shares

    0.08% of the 13F portfolio, value $11,815,553.

    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 372,647 shares
    Change vs previous 13F -603 shares

    0.07% of the 13F portfolio, value $9,312,448.

    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 373,250 shares
    Change vs previous 13F +28,246 shares

    0.08% of the 13F portfolio, value $9,219,274.

    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 345,004 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,680,297.

    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).