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EP Wealth Advisors, LLC: XLY position timeline

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

EP Wealth Advisors, LLC held 409,731 XLY 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 409,731 shares
    Change vs previous 13F +13,021 shares

    0.18% of the 13F portfolio, value $48,053,251.

    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 396,710 shares
    Change vs previous 13F +22,212 shares

    0.21% of the 13F portfolio, value $43,233,464.

    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 374,498 shares
    Change vs previous 13F +180,939 shares

    0.23% of the 13F portfolio, value $44,718,759.

    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 193,559 shares
    Change vs previous 13F +16,725 shares

    0.28% of the 13F portfolio, value $42,066,138.

    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 176,834 shares
    Change vs previous 13F -1,830 shares

    0.28% of the 13F portfolio, value $34,917,597.

    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 178,664 shares
    Change vs previous 13F +1,589 shares

    0.33% of the 13F portfolio, value $40,083,175.

    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 177,075 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $35,480,541.

    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).