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EP Wealth Advisors, LLC: VTRS position timeline

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

EP Wealth Advisors, LLC held 17,301 VTRS 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 17,301 shares
    Change vs previous 13F +1,495 shares

    <0.01% of the 13F portfolio, value $274,745.

    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 15,806 shares
    Change vs previous 13F -116,582 shares

    <0.01% of the 13F portfolio, value $213,543.

    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 132,388 shares
    Change vs previous 13F -16,024 shares

    0.01% of the 13F portfolio, value $1,648,226.

    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 148,412 shares
    Change vs previous 13F -9,854 shares

    0.01% of the 13F portfolio, value $1,325,316.

    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 158,266 shares
    Change vs previous 13F -2,452 shares

    0.01% of the 13F portfolio, value $1,378,493.

    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 160,718 shares
    Change vs previous 13F -7,784 shares

    0.02% of the 13F portfolio, value $2,000,933.

    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 168,502 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,956,311.

    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).