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EP Wealth Advisors, LLC: TJX position timeline

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

EP Wealth Advisors, LLC held 355,297 TJX 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 355,297 shares
    Change vs previous 13F +29,820 shares

    0.21% of the 13F portfolio, value $53,827,532.

    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 325,477 shares
    Change vs previous 13F +19,408 shares

    0.26% of the 13F portfolio, value $51,978,752.

    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 306,069 shares
    Change vs previous 13F +20,698 shares

    0.24% of the 13F portfolio, value $47,015,295.

    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 285,371 shares
    Change vs previous 13F +16,487 shares

    0.23% of the 13F portfolio, value $35,240,490.

    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 268,884 shares
    Change vs previous 13F +15,730 shares

    0.26% of the 13F portfolio, value $32,750,092.

    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 253,154 shares
    Change vs previous 13F +3,012 shares

    0.25% of the 13F portfolio, value $30,583,577.

    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 250,142 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $29,401,626.

    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).