Skip to content
Disclosery

EP Wealth Advisors, LLC: VONV position timeline

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

EP Wealth Advisors, LLC held 3,889 VONV 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 3,889 shares
    Change vs previous 13F -610 shares

    <0.01% of the 13F portfolio, value $413,411.

    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 4,499 shares
    Change vs previous 13F -1,218 shares

    <0.01% of the 13F portfolio, value $421,747.

    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 5,717 shares
    Change vs previous 13F +4,355 shares

    <0.01% of the 13F portfolio, value $527,649.

    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 1,362 shares
    Change vs previous 13F -103 shares

    <0.01% of the 13F portfolio, value $116,056.

    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 1,465 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $120,921.

    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 1,537 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $124,881.

    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).