Skip to content
Disclosery

EP Wealth Advisors, LLC: VOOG position timeline

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

EP Wealth Advisors, LLC held 17,403 VOOG 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 17,403 shares
    Change vs previous 13F +15,361 shares

    0.01% of the 13F portfolio, value $1,437,832.

    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 2,042 shares
    Change vs previous 13F -198 shares

    <0.01% of the 13F portfolio, value $832,417.

    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 2,240 shares
    Change vs previous 13F +607 shares

    0.01% of the 13F portfolio, value $996,053.

    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 1,633 shares
    Change vs previous 13F +438 shares

    <0.01% of the 13F portfolio, value $647,690.

    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 1,195 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $399,824.

    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 1,196 shares
    Change vs previous 13F -311 shares

    <0.01% of the 13F portfolio, value $437,849.

    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 1,507 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $520,259.

    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).