Skip to content
Disclosery

EP Wealth Advisors, LLC: VONG position timeline

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

EP Wealth Advisors, LLC held 8,512 VONG 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 8,512 shares
    Change vs previous 13F -15,013 shares

    <0.01% of the 13F portfolio, value $1,087,967.

    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 23,525 shares
    Change vs previous 13F +12,945 shares

    0.01% of the 13F portfolio, value $2,580,421.

    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 10,580 shares
    Change vs previous 13F +2,473 shares

    0.01% of the 13F portfolio, value $1,288,155.

    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 8,107 shares
    Change vs previous 13F -213 shares

    0.01% of the 13F portfolio, value $885,304.

    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 8,320 shares
    Change vs previous 13F +6,128 shares

    0.01% of the 13F portfolio, value $771,987.

    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 2,192 shares
    Change vs previous 13F -566 shares

    <0.01% of the 13F portfolio, value $226,388.

    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 2,758 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $266,160.

    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).