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EP Wealth Advisors, LLC: XLF position timeline

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

EP Wealth Advisors, LLC held 379,924 XLF 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 379,924 shares
    Change vs previous 13F +14,299 shares

    0.08% of the 13F portfolio, value $20,367,714.

    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 365,625 shares
    Change vs previous 13F -12,789 shares

    0.09% of the 13F portfolio, value $18,050,912.

    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 378,414 shares
    Change vs previous 13F -81,803 shares

    0.11% of the 13F portfolio, value $20,725,742.

    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 460,217 shares
    Change vs previous 13F +191,363 shares

    0.16% of the 13F portfolio, value $24,101,547.

    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 268,854 shares
    Change vs previous 13F -23,130 shares

    0.11% of the 13F portfolio, value $13,391,601.

    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 291,984 shares
    Change vs previous 13F +40,398 shares

    0.12% of the 13F portfolio, value $14,111,595.

    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 251,586 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,401,888.

    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).