Skip to content
Disclosery

EP Wealth Advisors, LLC: VO position timeline

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

EP Wealth Advisors, LLC held 197,934 VO 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 197,934 shares
    Change vs previous 13F +152,723 shares

    0.06% of the 13F portfolio, value $15,947,504.

    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 45,211 shares
    Change vs previous 13F +7,048 shares

    0.06% of the 13F portfolio, value $12,983,703.

    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 38,163 shares
    Change vs previous 13F -23,921 shares

    0.06% of the 13F portfolio, value $11,075,841.

    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 62,084 shares
    Change vs previous 13F +10,992 shares

    0.11% of the 13F portfolio, value $17,372,840.

    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 51,092 shares
    Change vs previous 13F +21,870 shares

    0.11% of the 13F portfolio, value $13,213,314.

    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 29,222 shares
    Change vs previous 13F +432 shares

    0.06% of the 13F portfolio, value $7,718,525.

    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 28,790 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,595,874.

    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).