Franklin Covey shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Franklin Covey (FC) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Franklin Covey
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Quarterly reported holdings in Franklin Covey by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $367k | 16k | 22.82 |
| 2025-03-31 | $444k | 16k | 27.62 |
| 2024-12-31 | $681k | 18k | 37.58 |
| 2024-09-30 | $733k | 18k | 41.13 |
| 2024-06-30 | $618k | 16k | 38.00 |
| 2024-03-31 | $639k | 16k | 39.26 |
| 2023-12-31 | $700k | 16k | 43.53 |
| 2023-09-30 | $272k | 6.3k | 42.92 |
| 2023-06-30 | $277k | 156k | 1.77 |
| 2023-03-31 | $268k | 5.0k | 53.94 |
| 2022-12-31 | $296k | 6.3k | 46.77 |
| 2022-06-30 | $293k | 6.3k | 46.24 |