Skip to content
Disclosery

EP Wealth Advisors, LLC: TY position timeline

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

EP Wealth Advisors, LLC held 75,065 TY 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 75,065 shares
    Change vs previous 13F -11,205 shares

    0.01% of the 13F portfolio, value $2,583,740.

    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 86,270 shares
    Change vs previous 13F -1,850 shares

    0.01% of the 13F portfolio, value $2,725,269.

    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 88,120 shares
    Change vs previous 13F -5,207 shares

    0.01% of the 13F portfolio, value $2,877,999.

    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 93,327 shares
    Change vs previous 13F -8,534 shares

    0.02% of the 13F portfolio, value $2,954,733.

    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 101,861 shares
    Change vs previous 13F -1,625 shares

    0.02% of the 13F portfolio, value $3,124,073.

    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 103,486 shares
    Change vs previous 13F +243 shares

    0.03% of the 13F portfolio, value $3,279,468.

    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 103,243 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,411,149.

    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).