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EP Wealth Advisors, LLC: VIOO position timeline

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

EP Wealth Advisors, LLC held 82,629 VIOO 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 82,629 shares
    Change vs previous 13F +46,547 shares

    0.04% of the 13F portfolio, value $11,364,784.

    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 36,082 shares
    Change vs previous 13F -352 shares

    0.02% of the 13F portfolio, value $4,143,296.

    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 36,434 shares
    Change vs previous 13F -172 shares

    0.02% of the 13F portfolio, value $4,042,717.

    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 36,606 shares
    Change vs previous 13F -105 shares

    0.02% of the 13F portfolio, value $3,705,595.

    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 36,711 shares
    Change vs previous 13F -57 shares

    0.03% of the 13F portfolio, value $3,542,955.

    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 36,768 shares
    Change vs previous 13F +43 shares

    0.03% of the 13F portfolio, value $3,898,847.

    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 36,725 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,972,954.

    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).