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EP Wealth Advisors, LLC: TAXX position timeline

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

EP Wealth Advisors, LLC held 1,569,326 TAXX 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 1,569,326 shares
    Change vs previous 13F +39,001 shares

    0.3% of the 13F portfolio, value $79,627,602.

    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 1,530,325 shares
    Change vs previous 13F +174,615 shares

    0.38% of the 13F portfolio, value $77,365,581.

    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 1,355,710 shares
    Change vs previous 13F +761,868 shares

    0.36% of the 13F portfolio, value $68,761,611.

    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 593,842 shares
    Change vs previous 13F -52,465 shares

    0.2% of the 13F portfolio, value $30,315,634.

    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 646,307 shares
    Change vs previous 13F +145,692 shares

    0.26% of the 13F portfolio, value $32,683,745.

    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 500,615 shares
    Change vs previous 13F +394,290 shares

    0.21% of the 13F portfolio, value $25,215,076.

    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 106,325 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,400,247.

    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).