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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

CI holding history

Cigna Group 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.

CI overviewAll 13F holders of CIFull Q2 2026 holdings

Shares (Q2 2026)
11,765
Value
$3.24M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of CI by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,765$3.24M<0.1%+1,413+13.6%AddedHolders
Q1 202610,352$2.76M<0.1%−993−8.8%ReducedHolders
Q4 202511,345$3.12M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20259,674$3.20M<0.1%−50−0.5%ReducedHolders
Q1 20259,724$3.20M<0.1%−302−3.0%ReducedHolders
Q4 202410,026$2.77M<0.1%−741−6.9%ReducedHolders
Q3 202410,767$3.73M<0.1%+5,333+98.1%AddedHolders
Q2 20245,434$1.80M<0.1%+633+13.2%AddedHolders
Q1 20244,801$1.74M<0.1%−165−3.3%ReducedHolders
Q4 20234,966$1.49M<0.1%+406+8.9%AddedHolders
Q3 20234,560$1.30M<0.1%−12,168−72.7%ReducedHolders
Q2 202316,728$1.25M<0.1%+15,476+1,236.1%AddedHolders
Q1 20231,252$447.7K<0.1%+1,252NewHolders
Q4 20220$00.0%−20,247−100.0%Sold outHolders
Q3 202220,247$5.62M0.1%+17,429+618.5%AddedHolders
Q2 20222,818$743.0K<0.1%−148−5.0%ReducedHolders
Q1 20222,966$711.0K<0.1%+470+18.8%AddedHolders
Q4 20212,496$573.0K<0.1%−170−6.4%ReducedHolders
Q3 20212,666$534.0K<0.1%−165−5.8%ReducedHolders
Q2 20212,831$671.0K<0.1%+24+0.9%AddedHolders
Q1 20212,807$679.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.