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EP Wealth Advisors, LLC: TXN position timeline

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

EP Wealth Advisors, LLC held 36,177 TXN 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 36,177 shares
    Change vs previous 13F -3,138 shares

    0.04% of the 13F portfolio, value $10,783,315.

    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 39,315 shares
    Change vs previous 13F -11,771 shares

    0.04% of the 13F portfolio, value $7,632,663.

    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 51,086 shares
    Change vs previous 13F +9,609 shares

    0.05% of the 13F portfolio, value $8,862,922.

    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 41,477 shares
    Change vs previous 13F +4,040 shares

    0.06% of the 13F portfolio, value $8,611,539.

    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 37,437 shares
    Change vs previous 13F +7,203 shares

    0.05% of the 13F portfolio, value $6,727,418.

    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 30,234 shares
    Change vs previous 13F +1,148 shares

    0.05% of the 13F portfolio, value $5,669,141.

    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 29,086 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,008,265.

    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).