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EP Wealth Advisors, LLC: VGLT position timeline

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

EP Wealth Advisors, LLC held 200,578 VGLT 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 200,578 shares
    Change vs previous 13F +127,249 shares

    0.04% of the 13F portfolio, value $11,067,889.

    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 73,329 shares
    Change vs previous 13F +67,341 shares

    0.02% of the 13F portfolio, value $4,059,135.

    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 5,988 shares
    Change vs previous 13F +3,841 shares

    <0.01% of the 13F portfolio, value $334,114.

    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 2,147 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $120,473.

    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).