Skip to content
Disclosery

EP Wealth Advisors, LLC: XLG position timeline

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

EP Wealth Advisors, LLC held 343,570 XLG 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 343,570 shares
    Change vs previous 13F -15,888 shares

    0.08% of the 13F portfolio, value $21,036,763.

    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 359,458 shares
    Change vs previous 13F -2,968 shares

    0.1% of the 13F portfolio, value $19,608,453.

    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 362,426 shares
    Change vs previous 13F +79,167 shares

    0.11% of the 13F portfolio, value $21,484,615.

    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 283,259 shares
    Change vs previous 13F +258,892 shares

    0.1% of the 13F portfolio, value $14,757,792.

    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 24,367 shares
    Change vs previous 13F -6,007 shares

    0.01% of the 13F portfolio, value $1,121,360.

    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 30,374 shares
    Change vs previous 13F +14,813 shares

    0.01% of the 13F portfolio, value $1,517,471.

    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 15,561 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $739,638.

    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).