EP Wealth Advisors, LLC: TMUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on TMUS, newest first. How the timeline and the estimate are built.
EP Wealth Advisors, LLC held 10,681 TMUS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 10,681 sharesChange vs previous 13F -353 shares
0.01% of the 13F portfolio, value $1,791,476.
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 11,034 sharesChange vs previous 13F -1,767 shares
0.01% of the 13F portfolio, value $2,317,407.
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 12,801 sharesChange vs previous 13F +774 shares
0.01% of the 13F portfolio, value $2,599,017.
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 12,027 sharesChange vs previous 13F +564 shares
0.02% of the 13F portfolio, value $2,865,588.
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 11,463 sharesChange vs previous 13F -578 shares
0.02% of the 13F portfolio, value $3,057,265.
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 12,041 sharesChange vs previous 13F +492 shares
0.02% of the 13F portfolio, value $2,657,860.
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 11,549 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $2,383,186.
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).