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EP Wealth Advisors, LLC: XIFR position timeline

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

EP Wealth Advisors, LLC held 288,317 XIFR 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 288,317 shares
    Change vs previous 13F +3,068 shares

    0.01% of the 13F portfolio, value $3,405,022.

    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 285,249 shares
    Change vs previous 13F -15,915 shares

    0.01% of the 13F portfolio, value $3,029,343.

    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 301,164 shares
    Change vs previous 13F +1,155 shares

    0.02% of the 13F portfolio, value $3,011,639.

    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 300,009 shares
    Change vs previous 13F -4,662 shares

    0.02% of the 13F portfolio, value $2,460,072.

    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 304,671 shares
    Change vs previous 13F -8,578 shares

    0.02% of the 13F portfolio, value $2,894,374.

    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 313,249 shares
    Change vs previous 13F -45,241 shares

    0.05% of the 13F portfolio, value $5,575,831.

    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 358,490 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,901,505.

    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).