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EP Wealth Advisors, LLC: WFC position timeline

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

EP Wealth Advisors, LLC held 245,564 WFC 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 245,564 shares
    Change vs previous 13F -35,045 shares

    0.08% of the 13F portfolio, value $20,293,397.

    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 280,609 shares
    Change vs previous 13F -8,314 shares

    0.11% of the 13F portfolio, value $22,339,275.

    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 288,923 shares
    Change vs previous 13F -9,396 shares

    0.14% of the 13F portfolio, value $26,927,613.

    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 298,319 shares
    Change vs previous 13F +58,083 shares

    0.16% of the 13F portfolio, value $23,901,336.

    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 240,236 shares
    Change vs previous 13F +68,186 shares

    0.14% of the 13F portfolio, value $17,246,517.

    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 172,050 shares
    Change vs previous 13F -34,281 shares

    0.1% of the 13F portfolio, value $12,084,804.

    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 206,331 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,655,621.

    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).