Skip to content
Disclosery

EP Wealth Advisors, LLC: USMC position timeline

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

EP Wealth Advisors, LLC held 130,890 USMC 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 130,890 shares
    Change vs previous 13F +1,783 shares

    0.04% of the 13F portfolio, value $9,702,444.

    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 129,107 shares
    Change vs previous 13F -4,369 shares

    0.04% of the 13F portfolio, value $8,303,142.

    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 133,476 shares
    Change vs previous 13F +245 shares

    0.05% of the 13F portfolio, value $9,136,432.

    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 133,231 shares
    Change vs previous 13F +2,662 shares

    0.05% of the 13F portfolio, value $8,334,931.

    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 130,569 shares
    Change vs previous 13F +2,004 shares

    0.06% of the 13F portfolio, value $7,413,708.

    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 128,565 shares
    Change vs previous 13F -2,845 shares

    0.06% of the 13F portfolio, value $7,717,757.

    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 131,410 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,489,076.

    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).