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EP Wealth Advisors, LLC: WMT position timeline

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

EP Wealth Advisors, LLC held 337,787 WMT 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 337,787 shares
    Change vs previous 13F +94,130 shares

    0.15% of the 13F portfolio, value $38,257,724.

    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 243,657 shares
    Change vs previous 13F +21,424 shares

    0.15% of the 13F portfolio, value $30,281,741.

    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 222,233 shares
    Change vs previous 13F +2,798 shares

    0.13% of the 13F portfolio, value $24,758,978.

    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 219,435 shares
    Change vs previous 13F +36,732 shares

    0.14% of the 13F portfolio, value $21,456,392.

    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 182,703 shares
    Change vs previous 13F +3,053 shares

    0.13% of the 13F portfolio, value $16,039,501.

    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 179,650 shares
    Change vs previous 13F +6,419 shares

    0.13% of the 13F portfolio, value $16,231,376.

    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 173,231 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $13,988,408.

    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).