EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

DBB holding history

Invesco DB Base Metals Fund 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.

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

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of DBB by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−5,500−100.0%	Sold out	Holders
Q4 2022	5,500	$107.0K	<0.1%	+5,500	New	Holders
Q2 2022	0	$0	0.0%	−6,500−100.0%	Sold out	Holders
Q1 2022	6,500	$168.0K	<0.1%	+6,500	New	Holders