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EP Wealth Advisors, LLC: XLK position timeline

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

EP Wealth Advisors, LLC held 1,697,667 XLK 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 1,697,667 shares
    Change vs previous 13F -16,704 shares

    1.24% of the 13F portfolio, value $323,439,443.

    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 1,714,371 shares
    Change vs previous 13F +87,319 shares

    1.12% of the 13F portfolio, value $227,839,850.

    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 1,627,052 shares
    Change vs previous 13F +785,214 shares

    1.22% of the 13F portfolio, value $234,246,637.

    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 841,838 shares
    Change vs previous 13F +151,301 shares

    1.4% of the 13F portfolio, value $213,178,611.

    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 690,537 shares
    Change vs previous 13F +5,737 shares

    1.14% of the 13F portfolio, value $142,582,178.

    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 684,800 shares
    Change vs previous 13F +9,104 shares

    1.3% of the 13F portfolio, value $159,229,780.

    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 675,696 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $152,545,084.

    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).