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EP Wealth Advisors, LLC: VSS position timeline

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

EP Wealth Advisors, LLC held 11,169 VSS 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 11,169 shares
    Change vs previous 13F +310 shares

    0.01% of the 13F portfolio, value $1,723,306.

    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 10,859 shares
    Change vs previous 13F +196 shares

    0.01% of the 13F portfolio, value $1,583,162.

    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 10,663 shares
    Change vs previous 13F -259 shares

    0.01% of the 13F portfolio, value $1,528,340.

    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 10,922 shares
    Change vs previous 13F +105 shares

    0.01% of the 13F portfolio, value $1,467,864.

    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 10,817 shares
    Change vs previous 13F -934 shares

    0.01% of the 13F portfolio, value $1,250,486.

    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 11,751 shares
    Change vs previous 13F -6,478 shares

    0.01% of the 13F portfolio, value $1,345,294.

    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 18,229 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,296,107.

    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).