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EP Wealth Advisors, LLC: UTWO position timeline

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

EP Wealth Advisors, LLC held 53,992 UTWO 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 53,992 shares
    Change vs previous 13F -4,396 shares

    0.01% of the 13F portfolio, value $2,589,456.

    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 58,388 shares
    Change vs previous 13F +702 shares

    0.01% of the 13F portfolio, value $2,819,107.

    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 57,686 shares
    Change vs previous 13F +6,085 shares

    0.01% of the 13F portfolio, value $2,801,521.

    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 51,601 shares
    Change vs previous 13F +2,288 shares

    0.02% of the 13F portfolio, value $2,504,713.

    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 49,313 shares
    Change vs previous 13F +12,403 shares

    0.02% of the 13F portfolio, value $2,390,178.

    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 36,910 shares
    Change vs previous 13F +78 shares

    0.01% of the 13F portfolio, value $1,773,990.

    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 36,832 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,795,744.

    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).