Skip to content
Disclosery

EP Wealth Advisors, LLC: VNQ position timeline

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

EP Wealth Advisors, LLC held 31,771 VNQ 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 31,771 shares
    Change vs previous 13F +3,573 shares

    0.01% of the 13F portfolio, value $3,063,650.

    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 28,198 shares
    Change vs previous 13F +3,272 shares

    0.01% of the 13F portfolio, value $2,501,190.

    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 24,926 shares
    Change vs previous 13F -1,873 shares

    0.01% of the 13F portfolio, value $2,205,710.

    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 26,799 shares
    Change vs previous 13F +961 shares

    0.02% of the 13F portfolio, value $2,386,761.

    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 25,838 shares
    Change vs previous 13F -3,325 shares

    0.02% of the 13F portfolio, value $2,339,365.

    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 29,163 shares
    Change vs previous 13F -1,024 shares

    0.02% of the 13F portfolio, value $2,597,805.

    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 30,187 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,940,851.

    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).