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EP Wealth Advisors, LLC: VOT position timeline

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

EP Wealth Advisors, LLC held 1,752,727 VOT 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 1,752,727 shares
    Change vs previous 13F +201,601 shares

    2.05% of the 13F portfolio, value $536,860,410.

    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 1,551,126 shares
    Change vs previous 13F +145,782 shares

    1.96% of the 13F portfolio, value $399,182,382.

    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 1,405,344 shares
    Change vs previous 13F +175,792 shares

    2.04% of the 13F portfolio, value $392,287,781.

    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 1,229,552 shares
    Change vs previous 13F +167,722 shares

    2.3% of the 13F portfolio, value $349,672,428.

    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 1,061,830 shares
    Change vs previous 13F +125,362 shares

    2.08% of the 13F portfolio, value $259,766,070.

    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 936,468 shares
    Change vs previous 13F +220,475 shares

    1.94% of the 13F portfolio, value $237,628,769.

    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 715,993 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $174,322,870.

    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).