EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

BEP holding history

Brookfield Renewable Partners L.P. in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BEP overview All 13F holders of BEP Full Q2 2026 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2022

Holdings of BEP by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−19,470−100.0%	Sold out	Holders
Q1 2023	19,470	–	–	−72,482−78.8%	Reduced	Holders
Q4 2022	91,952	$2.33M	<0.1%	−400−0.4%	Reduced	Holders
Q3 2022	92,352	$2.89M	0.1%	+92,352	New	Holders