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EP Wealth Advisors, LLC: XLC position timeline

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

EP Wealth Advisors, LLC held 162,071 XLC 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 162,071 shares
    Change vs previous 13F -10,048 shares

    0.07% of the 13F portfolio, value $17,362,692.

    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 172,119 shares
    Change vs previous 13F +15,451 shares

    0.09% of the 13F portfolio, value $19,081,063.

    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 156,668 shares
    Change vs previous 13F -14,093 shares

    0.1% of the 13F portfolio, value $18,442,909.

    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 170,761 shares
    Change vs previous 13F +52,247 shares

    0.12% of the 13F portfolio, value $18,532,721.

    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 118,514 shares
    Change vs previous 13F -14,483 shares

    0.09% of the 13F portfolio, value $11,430,723.

    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 132,997 shares
    Change vs previous 13F +7,417 shares

    0.11% of the 13F portfolio, value $12,875,404.

    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 125,580 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,352,437.

    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).