CID Holdco shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of CID Holdco (DAIC) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in CID Holdco
Tip: Access up to 7 years of quarterly data
All positions including CID Holdco held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in CID Holdco by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.5k | 20k | 0.17 |