EP Wealth Advisors, LLC

All 13F Filings

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