Skip to content
Disclosery

EP Wealth Advisors, LLC: TRV position timeline

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

EP Wealth Advisors, LLC held 38,042 TRV 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 38,042 shares
    Change vs previous 13F +27,903 shares

    0.05% of the 13F portfolio, value $12,558,511.

    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 10,139 shares
    Change vs previous 13F -33 shares

    0.01% of the 13F portfolio, value $2,957,257.

    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 10,172 shares
    Change vs previous 13F +2,454 shares

    0.02% of the 13F portfolio, value $2,950,460.

    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 7,718 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $2,064,949.

    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 7,713 shares
    Change vs previous 13F +187 shares

    0.02% of the 13F portfolio, value $2,039,681.

    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 7,526 shares
    Change vs previous 13F +1,397 shares

    0.01% of the 13F portfolio, value $1,812,890.

    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 6,129 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,434,898.

    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).