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EP Wealth Advisors, LLC: XLP position timeline

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

EP Wealth Advisors, LLC held 557,172 XLP 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 557,172 shares
    Change vs previous 13F -217 shares

    0.18% of the 13F portfolio, value $46,284,296.

    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 557,389 shares
    Change vs previous 13F +45,692 shares

    0.22% of the 13F portfolio, value $45,694,781.

    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 511,697 shares
    Change vs previous 13F -152,812 shares

    0.21% of the 13F portfolio, value $39,748,587.

    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 664,509 shares
    Change vs previous 13F +65,538 shares

    0.35% of the 13F portfolio, value $53,805,263.

    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 598,971 shares
    Change vs previous 13F +19,826 shares

    0.39% of the 13F portfolio, value $48,917,981.

    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 579,145 shares
    Change vs previous 13F +12,213 shares

    0.37% of the 13F portfolio, value $45,526,624.

    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 566,932 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $47,055,367.

    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).