Skip to content
Disclosery

EP Wealth Advisors, LLC: VBK position timeline

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

EP Wealth Advisors, LLC held 1,020,017 VBK 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 1,020,017 shares
    Change vs previous 13F +212,203 shares

    1.43% of the 13F portfolio, value $373,020,195.

    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 807,814 shares
    Change vs previous 13F +31,485 shares

    1.2% of the 13F portfolio, value $244,161,865.

    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 776,329 shares
    Change vs previous 13F +134,287 shares

    1.22% of the 13F portfolio, value $234,536,598.

    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 642,042 shares
    Change vs previous 13F +40,341 shares

    1.17% of the 13F portfolio, value $177,807,040.

    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 601,701 shares
    Change vs previous 13F +141,196 shares

    1.21% of the 13F portfolio, value $151,490,367.

    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 460,505 shares
    Change vs previous 13F +53,391 shares

    1.05% of the 13F portfolio, value $128,968,977.

    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 407,114 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $108,850,279.

    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).