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EP Wealth Advisors, LLC: VOE position timeline

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

EP Wealth Advisors, LLC held 4,488,689 VOE 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 4,488,689 shares
    Change vs previous 13F +348,651 shares

    3.39% of the 13F portfolio, value $886,964,986.

    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 4,140,038 shares
    Change vs previous 13F +233,942 shares

    3.75% of the 13F portfolio, value $762,926,188.

    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 3,906,096 shares
    Change vs previous 13F +2,231,163 shares

    3.6% of the 13F portfolio, value $692,824,203.

    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 1,674,933 shares
    Change vs previous 13F +159,488 shares

    1.81% of the 13F portfolio, value $275,459,501.

    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 1,515,445 shares
    Change vs previous 13F +239,192 shares

    1.94% of the 13F portfolio, value $243,289,597.

    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 1,276,253 shares
    Change vs previous 13F +349,161 shares

    1.68% of the 13F portfolio, value $206,459,454.

    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 927,092 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $155,445,505.

    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).