Steel Dynamics shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Steel Dynamics (STLD) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Steel Dynamics
Tip: Access up to 7 years of quarterly data
All positions including Steel Dynamics held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Steel Dynamics by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.0M | 23k | 128.01 |
| 2025-03-31 | $3.0M | 24k | 125.08 |
| 2024-12-31 | $2.8M | 25k | 114.07 |
| 2024-09-30 | $3.1M | 25k | 126.08 |
| 2024-06-30 | $3.2M | 25k | 129.50 |
| 2024-03-31 | $3.7M | 25k | 148.23 |
| 2023-12-31 | $3.0M | 25k | 118.10 |
| 2023-09-30 | $2.9M | 27k | 107.22 |
| 2023-06-30 | $3.0M | 95k | 31.76 |
| 2023-03-31 | $2.5M | 26k | 99.23 |
| 2022-12-31 | $2.8M | 29k | 97.70 |
| 2022-09-30 | $2.1M | 30k | 70.96 |
| 2022-06-30 | $2.0M | 30k | 66.13 |
| 2022-03-31 | $2.5M | 30k | 83.43 |
| 2021-12-31 | $1.9M | 31k | 62.08 |
| 2021-09-30 | $1.9M | 99k | 18.98 |
| 2021-06-30 | $2.6M | 44k | 59.59 |
| 2021-03-31 | $2.4M | 47k | 50.76 |