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EP Wealth Advisors, LLC: VRTX position timeline

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

EP Wealth Advisors, LLC held 9,027 VRTX 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 9,027 shares
    Change vs previous 13F +390 shares

    0.02% of the 13F portfolio, value $4,484,149.

    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 8,637 shares
    Change vs previous 13F -309 shares

    0.02% of the 13F portfolio, value $3,856,585.

    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 8,946 shares
    Change vs previous 13F -1,984 shares

    0.02% of the 13F portfolio, value $4,055,967.

    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 10,930 shares
    Change vs previous 13F +5,481 shares

    0.03% of the 13F portfolio, value $4,865,969.

    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 5,449 shares
    Change vs previous 13F -989 shares

    0.02% of the 13F portfolio, value $2,641,620.

    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 6,438 shares
    Change vs previous 13F +1,285 shares

    0.02% of the 13F portfolio, value $2,592,579.

    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 5,153 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,396,605.

    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).