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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust 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.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
14,547
Value
$7.60M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of DIA by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,547$7.60M<0.1%+1,565+12.1%AddedHolders
Q1 202612,982$6.01M<0.1%−1,347−9.4%ReducedHolders
Q4 202514,329$6.89M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202516,008$7.05M<0.1%+1,620+11.3%AddedHolders
Q1 202514,388$6.04M<0.1%−1,179−7.6%ReducedHolders
Q4 202415,567$6.62M0.1%−1,591−9.3%ReducedHolders
Q3 202417,158$7.26M0.1%+267+1.6%AddedHolders
Q2 202416,891$6.61M0.1%−1,516−8.2%ReducedHolders
Q1 202418,407$7.32M0.1%−2,063−10.1%ReducedHolders
Q4 202320,470$7.71M0.1%−656−3.1%ReducedHolders
Q3 202321,126$7.08M0.1%+427+2.1%AddedHolders
Q2 202320,699$7.60M0.1%−3,427−14.2%ReducedHolders
Q1 202324,126$6.08M0.1%+2,589+12.0%AddedHolders
Q4 202221,537$7.14M0.1%+2,550+13.4%AddedHolders
Q3 202218,987$5.46M0.1%−889−4.5%ReducedHolders
Q2 202219,876$6.12M0.1%+17,018+595.5%AddedHolders
Q1 20222,858$991.0K<0.1%+1,628+132.4%AddedHolders
Q4 20211,230$447.0K<0.1%+399+48.0%AddedHolders
Q3 2021831$281.0K<0.1%+85+11.4%AddedHolders
Q2 2021746$257.0K<0.1%+100+15.5%AddedHolders
Q1 2021646$213.0K<0.1%––Holders

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