EP Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for EP Wealth Advisors going back to Feb. 14, 2012
- EP Wealth Advisors 2023 Q4 - filed Feb. 28, 2024 - new!
- EP Wealth Advisors 2023 Q3 - filed Nov. 24, 2023
- EP Wealth Advisors 2023 Q2 - filed Aug. 14, 2023
- EP Wealth Advisors 2022 Q4 - filed June 12, 2023
- EP Wealth Advisors 2023 Q1 - filed June 5, 2023
- EP Wealth Advisors 2022 Q3 - filed Dec. 2, 2022
- EP Wealth Advisors 2022 Q2 - filed Aug. 11, 2022
- EP Wealth Advisors 2022 Q1 - filed May 20, 2022
- EP Wealth Advisors 2021 Q4 - filed Feb. 17, 2022
- EP Wealth Advisors 2021 Q3 restated - filed Nov. 23, 2021
- EP Wealth Advisors 2021 Q3 - filed Nov. 16, 2021
- EP Wealth Advisors 2021 Q2 - filed Aug. 24, 2021
- EP Wealth Advisors 2021 Q1 - filed May 17, 2021
- EP Wealth Advisors 2020 Q4 - filed Feb. 18, 2021
- EP Wealth Advisors 2020 Q3 - filed Nov. 17, 2020
- EP Wealth Advisors 2020 Q2 - filed Aug. 14, 2020
- EP Wealth Advisors 2020 Q1 - filed May 18, 2020
- EP Wealth Advisors 2019 Q4 - filed Feb. 14, 2020
- EP Wealth Advisors 2019 Q3 - filed Nov. 18, 2019
- EP Wealth Advisors 2019 Q2 - filed Aug. 27, 2019
- EP Wealth Advisors 2019 Q1 - filed May 20, 2019
- EP Wealth Advisors 2018 Q4 - filed Feb. 19, 2019
- EP Wealth Advisors 2018 Q3 - filed Nov. 15, 2018
- EP Wealth Advisors 2018 Q2 - filed Aug. 14, 2018
- EP Wealth Advisors 2018 Q1 - filed May 15, 2018
- EP Wealth Advisors 2017 Q4 - filed Feb. 15, 2018
- EP Wealth Advisors 2017 Q3 - filed Nov. 15, 2017
- EP Wealth Advisors 2017 Q2 - filed Aug. 17, 2017
- EP Wealth Advisors 2017 Q1 - filed May 15, 2017
- EP Wealth Advisors 2016 Q4 - filed Feb. 15, 2017
- EP Wealth Advisors 2016 Q3 - filed Nov. 15, 2016
- EP Wealth Advisors 2016 Q2 - filed Aug. 15, 2016
- EP Wealth Advisors 2016 Q1 - filed May 16, 2016
- EP Wealth Advisors 2015 Q4 - filed Feb. 16, 2016
- EP Wealth Advisors 2015 Q3 - filed Nov. 17, 2015
- EP Wealth Advisors 2015 Q2 - filed Aug. 14, 2015
- EP Wealth Advisors 2015 Q1 - filed May 15, 2015
- EP Wealth Advisors 2014 Q4 - filed Feb. 17, 2015
- EP Wealth Advisors 2014 Q3 - filed Nov. 12, 2014
- EP Wealth Advisors 2014 Q2 - filed July 25, 2014
- EP Wealth Advisors 2014 Q1 - filed May 15, 2014
- EP Wealth Advisors 2013 Q4 - filed Feb. 14, 2014
- EP Wealth Advisors 2013 Q3 - filed Nov. 14, 2013
- EP Wealth Advisors 2013 Q2 - filed Aug. 14, 2013
- EP Wealth Advisors 2013 Q1 - filed May 9, 2013
- EP Wealth Advisors 2012 Q3 - filed Nov. 13, 2012
- EP Wealth Advisors 2012 Q2 - filed Aug. 15, 2012
- EP Wealth Advisors 2012 Q1 - filed May 15, 2012
- EP Wealth Advisors 2011 Q4 restated - filed March 14, 2012
- EP Wealth Advisors 2011 Q4 - filed Feb. 14, 2012