EP Wealth Advisors, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2022
Location
Torrance, CA
CIK
0001540569
Alternate names
EP Wealth Advisors, Inc.
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2022 636 4,440,239 13F-HR 8/11/2022 000139834422015324 EP Wealth Advisors, LLC
Q1 2022 635 4,555,216 13F-HR 5/20/2022 000139834422010157 EP Wealth Advisors, LLC
Q4 2021 545 4,230,760 13F-HR 2/17/2022 000139834422003584 EP Wealth Advisors, LLC
Q3 2021 528 3,646,776 RESTATEMENT 11/22/2021 000139834421021955 EP Wealth Advisors, LLC
Q3 2021 528 3,646,776 13F-HR 11/16/2021 000139834421021661 EP Wealth Advisors, LLC
Q2 2021 535 3,606,954 13F-HR 8/24/2021 000139834421016733 EP Wealth Advisors, LLC
Q1 2021 491 3,145,451 13F-HR 5/17/2021 000139834421010979 EP Wealth Advisors, LLC
Q4 2020 455 2,844,333 13F-HR 2/18/2021 000139834421003702 EP Wealth Advisors, LLC
Q3 2020 353 2,324,075 13F-HR 11/17/2020 000139834420022790 EP Wealth Advisors, LLC
Q2 2020 367 2,341,836 13F-HR 8/14/2020 000139834420015910 EP Wealth Advisors, LLC
Q1 2020 362 2,043,405 13F-HR 5/18/2020 000139834420010859 EP Wealth Advisors, LLC
Q4 2019 413 2,428,292 13F-HR 2/14/2020 000139834420003530 EP Wealth Advisors, LLC
Q3 2019 359 2,016,562 13F-HR 11/18/2019 000139834419020518 EP Wealth Advisors, LLC
Q2 2019 308 1,600,658 13F-HR 8/27/2019 000139834419015296 EP Wealth Advisors, LLC
Q1 2019 244 1,040,007 13F-HR 5/20/2019 000139834419009127 EP Wealth Advisors, LLC
Q4 2018 259 1,296,453 13F-HR 2/19/2019 000139834419003054 EP Wealth Advisors, LLC
Q3 2018 279 1,279,878 13F-HR 11/15/2018 000139834418016646 EP Wealth Advisors, LLC
Q2 2018 188 1,059,848 13F-HR 8/14/2018 000139834418011900 EP Wealth Advisors, LLC
Q1 2018 201 1,034,609 13F-HR 5/15/2018 000139834418007630 EP Wealth Advisors, LLC
Q4 2017 194 947,758 13F-HR 2/15/2018 000139834418002447 EP Wealth Advisors, LLC
Q3 2017 177 865,849 13F-HR 11/15/2017 000139834417014723 EP Wealth Advisors, LLC
Q2 2017 179 815,842 13F-HR 8/17/2017 000139834417010510 EP Wealth Advisors, LLC
Q1 2017 160 724,985 13F-HR 5/15/2017 000139834417006421 EP Wealth Advisors, Inc.
Q4 2016 141 684,249 13F-HR 2/15/2017 000139834417002115 EP Wealth Advisors, Inc.
Q3 2016 137 639,940 13F-HR 11/15/2016 000139834416020774 EP Wealth Advisors, Inc.
Q2 2016 129 627,535 13F-HR 8/15/2016 000139834416016738 EP Wealth Advisors, Inc.
Q1 2016 137 652,093 13F-HR 5/16/2016 000139834416013425 EP Wealth Advisors, Inc.
Q4 2015 145 594,909 13F-HR 2/16/2016 000139834416009911 EP Wealth Advisors, Inc.
Q3 2015 139 524,604 13F-HR 11/17/2015 000139834415007712 EP Wealth Advisors, Inc.
Q2 2015 123 533,603,938 13F-HR 8/14/2015 000139834415005374 EP Wealth Advisors, Inc.
Q1 2015 131 531,798,382 13F-HR 5/15/2015 000139834415003288 EP Wealth Advisors, Inc.
Q4 2014 136 606,805 13F-HR 2/17/2015 000139834415001064 EP Wealth Advisors, Inc.
Q3 2014 117 617,502 13F-HR 11/12/2014 000139834414005830 EP Wealth Advisors, Inc.
Q2 2014 112 430,317 13F-HR 7/25/2014 000139834414003709 EP Wealth Advisors, Inc.
Q1 2014 114 365,623 13F-HR 5/15/2014 000139834414002802 EP Wealth Advisors, Inc.
Q4 2013 125 385,567 13F-HR 2/14/2014 000139834414001041 EP Wealth Advisors, Inc.