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EP Wealth Advisors, LLC: WELL position timeline

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

EP Wealth Advisors, LLC held 274,449 WELL 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 274,449 shares
    Change vs previous 13F +29,262 shares

    0.24% of the 13F portfolio, value $62,291,639.

    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 245,187 shares
    Change vs previous 13F +30,573 shares

    0.24% of the 13F portfolio, value $48,475,870.

    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 214,614 shares
    Change vs previous 13F +22,607 shares

    0.21% of the 13F portfolio, value $39,834,586.

    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 192,007 shares
    Change vs previous 13F +10,864 shares

    0.19% of the 13F portfolio, value $29,517,190.

    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 181,143 shares
    Change vs previous 13F +176,986 shares

    0.22% of the 13F portfolio, value $27,752,874.

    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 4,157 shares
    Change vs previous 13F +661 shares

    <0.01% of the 13F portfolio, value $523,851.

    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 3,496 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $447,627.

    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).