Skip to content
Disclosery

EP Wealth Advisors, LLC: XLB position timeline

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

EP Wealth Advisors, LLC held 899,433 XLB 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 899,433 shares
    Change vs previous 13F +22,953 shares

    0.17% of the 13F portfolio, value $45,718,163.

    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 876,480 shares
    Change vs previous 13F -33,686 shares

    0.22% of the 13F portfolio, value $43,797,696.

    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 910,166 shares
    Change vs previous 13F +56,662 shares

    0.21% of the 13F portfolio, value $41,276,039.

    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 853,504 shares
    Change vs previous 13F +51,434 shares

    0.49% of the 13F portfolio, value $74,946,227.

    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 802,070 shares
    Change vs previous 13F +46,383 shares

    0.55% of the 13F portfolio, value $68,961,971.

    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 755,687 shares
    Change vs previous 13F +26,133 shares

    0.52% of the 13F portfolio, value $63,583,515.

    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 729,554 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $70,314,426.

    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).