Filing History
EP Wealth Advisors, LLC
11 parsed filings · CIK 0001540569
- 13F HOLDINGS REPORTQ/E Dec 20251,537 pos · $19.25BSEC
- 13F HOLDINGS REPORTQ/E Jun 20251,422 pos · $15.22BSEC
- 13F HOLDINGS REPORTQ/E Mar 20251,283 pos · $12.52BSEC
- 13F HOLDINGS REPORTQ/E Dec 20241,234 pos · $12.25BSEC
- 13F HOLDINGS REPORTQ/E Sep 20241,181 pos · $11.63BSEC
- 13F HOLDINGS REPORTQ/E Jun 2024859 pos · $9.41BSEC
- 13F HOLDINGS REPORTQ/E Mar 2024833 pos · $8.56BSEC
- 13F HOLDINGS REPORTQ/E Dec 2023752 pos · $6.45BSEC
- 13F HOLDINGS REPORTQ/E Sep 2023687 pos · $6.94BSEC
- 13F HOLDINGS REPORTQ/E Jun 2023621 pos · $5.55BSEC
- 13F HOLDINGS REPORTQ/E Jun 2023658 pos · $5.81BSEC