Skip to content
Disclosery

EP Wealth Advisors, LLC: V position timeline

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

EP Wealth Advisors, LLC held 359,913 V 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 359,913 shares
    Change vs previous 13F +38,749 shares

    0.47% of the 13F portfolio, value $123,482,722.

    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 321,164 shares
    Change vs previous 13F +35,029 shares

    0.48% of the 13F portfolio, value $97,068,752.

    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 286,135 shares
    Change vs previous 13F +6,251 shares

    0.52% of the 13F portfolio, value $100,350,377.

    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 279,884 shares
    Change vs previous 13F +33,881 shares

    0.65% of the 13F portfolio, value $99,372,826.

    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 246,003 shares
    Change vs previous 13F +15,312 shares

    0.69% of the 13F portfolio, value $86,214,100.

    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 230,691 shares
    Change vs previous 13F -15,526 shares

    0.59% of the 13F portfolio, value $72,907,651.

    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 246,217 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $67,697,538.

    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).