EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
DBRG holding history
DigitalBridge Group, Inc. 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.
DBRG overviewAll 13F holders of DBRGFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −536,253−100.0% | Sold out | Holders |
| Q2 2023 | 536,253 | $243.1K | <0.1% | +529,406+7,731.9% | Added | Holders |
| Q1 2023 | 6,847 | – | – | −9,678−58.6% | Reduced | Holders |
| Q4 2022 | 16,525 | $180.8K | <0.1% | −375−2.2% | Reduced | Holders |
| Q3 2022 | 16,900 | $211.0K | <0.1% | +375+2.3% | AddedConverted for a 1-for-4 split | Holders |
| Q2 2022 | 66,100 | $323.0K | <0.1% | −1,500−2.2% | Reduced | Holders |
| Q1 2022 | 67,600 | $487.0K | <0.1% | +67,600 | New | Holders |