Skip to content
Disclosery

EP Wealth Advisors, LLC: TIP position timeline

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

EP Wealth Advisors, LLC held 13,898 TIP 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 13,898 shares
    Change vs previous 13F +551 shares

    0.01% of the 13F portfolio, value $1,520,853.

    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 13,347 shares
    Change vs previous 13F -1,844 shares

    0.01% of the 13F portfolio, value $1,472,973.

    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 15,191 shares
    Change vs previous 13F -1,958 shares

    0.01% of the 13F portfolio, value $1,669,687.

    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 17,149 shares
    Change vs previous 13F -653 shares

    0.01% of the 13F portfolio, value $1,887,084.

    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 17,802 shares
    Change vs previous 13F -1,090 shares

    0.02% of the 13F portfolio, value $1,977,651.

    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 18,892 shares
    Change vs previous 13F -2,505 shares

    0.02% of the 13F portfolio, value $2,012,909.

    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 21,397 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,363,657.

    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).