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EP Wealth Advisors, LLC: XLU position timeline

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

EP Wealth Advisors, LLC held 214,849 XLU 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 214,849 shares
    Change vs previous 13F -2,240 shares

    0.04% of the 13F portfolio, value $9,741,257.

    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 217,089 shares
    Change vs previous 13F +107,196 shares

    0.05% of the 13F portfolio, value $9,962,195.

    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 109,893 shares
    Change vs previous 13F +22,829 shares

    0.02% of the 13F portfolio, value $4,691,350.

    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 87,064 shares
    Change vs previous 13F +38,794 shares

    0.05% of the 13F portfolio, value $7,109,684.

    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 48,270 shares
    Change vs previous 13F -996 shares

    0.03% of the 13F portfolio, value $3,806,110.

    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 49,266 shares
    Change vs previous 13F -372 shares

    0.03% of the 13F portfolio, value $3,728,956.

    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 49,638 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,009,786.

    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).