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EP Wealth Advisors, LLC: USFD position timeline

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

EP Wealth Advisors, LLC held 23,825 USFD 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 23,825 shares
    Change vs previous 13F -1,492 shares

    0.01% of the 13F portfolio, value $2,436,077.

    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 25,317 shares
    Change vs previous 13F +717 shares

    0.01% of the 13F portfolio, value $2,334,478.

    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 24,600 shares
    Change vs previous 13F -11,598 shares

    0.01% of the 13F portfolio, value $1,852,858.

    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 36,198 shares
    Change vs previous 13F +805 shares

    0.02% of the 13F portfolio, value $2,787,584.

    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 35,393 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,316,801.

    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).