EP Wealth Advisors, LLC: TGT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on TGT, newest first. How the timeline and the estimate are built.
EP Wealth Advisors, LLC held 21,357 TGT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 21,357 sharesChange vs previous 13F +8,671 shares
0.01% of the 13F portfolio, value $2,789,415.
13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,686 sharesChange vs previous 13F -2,787 shares
0.01% of the 13F portfolio, value $1,537,533.
13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,473 sharesChange vs previous 13F -191 shares
0.01% of the 13F portfolio, value $1,512,485.
13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,664 sharesChange vs previous 13F -1,162 shares
0.01% of the 13F portfolio, value $1,545,283.
13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,826 sharesChange vs previous 13F +501 shares
0.01% of the 13F portfolio, value $1,756,000.
13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,325 sharesChange vs previous 13F -2,481 shares
0.02% of the 13F portfolio, value $2,206,793.
13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,806 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,931,026.
13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).