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EP Wealth Advisors, LLC: XNTK position timeline

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

EP Wealth Advisors, LLC held 4,942 XNTK 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 4,942 shares
    Change vs previous 13F +266 shares

    0.01% of the 13F portfolio, value $1,930,592.

    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 4,676 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $1,193,689.

    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 4,671 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $1,297,977.

    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 4,646 shares
    Change vs previous 13F -420 shares

    0.01% of the 13F portfolio, value $1,102,403.

    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 5,066 shares
    Change vs previous 13F -313 shares

    0.01% of the 13F portfolio, value $971,710.

    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 5,379 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,085,500.

    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).