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EP Wealth Advisors, LLC: VWOB position timeline

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

EP Wealth Advisors, LLC held 11,140 VWOB 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 11,140 shares
    Change vs previous 13F +2,493 shares

    <0.01% of the 13F portfolio, value $749,059.

    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 8,647 shares
    Change vs previous 13F -6,114 shares

    <0.01% of the 13F portfolio, value $568,020.

    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 14,761 shares
    Change vs previous 13F -83,729 shares

    0.01% of the 13F portfolio, value $995,310.

    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 98,490 shares
    Change vs previous 13F -759,302 shares

    0.04% of the 13F portfolio, value $6,436,320.

    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 857,792 shares
    Change vs previous 13F +84,908 shares

    0.44% of the 13F portfolio, value $55,070,252.

    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 772,884 shares
    Change vs previous 13F +152,356 shares

    0.4% of the 13F portfolio, value $48,807,609.

    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 620,528 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $41,184,473.

    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).