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EP Wealth Advisors, LLC: TSLA position timeline

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

EP Wealth Advisors, LLC held 131,616 TSLA 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 131,616 shares
    Change vs previous 13F +11,131 shares

    0.21% of the 13F portfolio, value $55,357,513.

    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 120,485 shares
    Change vs previous 13F +7,034 shares

    0.22% of the 13F portfolio, value $44,790,332.

    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 113,451 shares
    Change vs previous 13F +10,507 shares

    0.27% of the 13F portfolio, value $51,021,000.

    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 102,944 shares
    Change vs previous 13F +11,080 shares

    0.21% of the 13F portfolio, value $32,701,065.

    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 91,864 shares
    Change vs previous 13F +21,146 shares

    0.19% of the 13F portfolio, value $23,807,456.

    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 70,718 shares
    Change vs previous 13F +3,848 shares

    0.23% of the 13F portfolio, value $28,558,850.

    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 66,870 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $17,495,265.

    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).