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Private Advisor Group, LLC: EPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Advisor Group, LLC on EPI, newest first. How the timeline and the estimate are built.

Private Advisor Group, LLC held 124,267 EPI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,267 shares
    Change vs previous 13F -90,874 shares

    0.02% of the 13F portfolio, value $5,316,163.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 215,141 shares
    Change vs previous 13F -213,373 shares

    0.04% of the 13F portfolio, value $8,777,757.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 428,514 shares
    Change vs previous 13F +95,867 shares

    0.09% of the 13F portfolio, value $19,835,908.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 332,647 shares
    Change vs previous 13F -229 shares

    0.07% of the 13F portfolio, value $14,702,979.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 332,876 shares
    Change vs previous 13F +66,377 shares

    0.09% of the 13F portfolio, value $15,801,646.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 266,499 shares
    Change vs previous 13F +64,077 shares

    0.07% of the 13F portfolio, value $11,648,714.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 202,422 shares
    Change vs previous 13F +1,790 shares

    0.05% of the 13F portfolio, value $9,163,632.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 200,632 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $10,123,940.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).