EP Wealth Advisors »

Lehman Brothers First Trust IOF shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Lehman Brothers First Trust IOF

Tip: Access up to 7 years of quarterly data

All positions including Lehman Brothers First Trust IOF held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lehman Brothers First Trust IOF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $71k 11k 6.24

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for EP Wealth Advisors

Top funds holding Lehman Brothers First Trust IOF

Sit Investment Associates
Rivernorth Capital Management
Absolute Investment Advisers
Morgan Stanley
Guggenheim Capital, LLC Managers
LPL Financial
GraniteShares Advisors
Quarry
Invesco
Wells Fargo & Company
Uncommon Cents Investing
Cable Car Capital
J.w. Cole Advisors
Toronto-Dominion Bank
Clear Street Group

View all funds holding Lehman Brothers First Trust IOF