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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

DJP holding history

Barclays Bank PLC 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.

DJP overviewAll 13F holders of DJPFull Q2 2026 holdings

Shares (Q2 2026)
17,179
Value
$750.9K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of DJP by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,179$750.9K<0.1%−515−2.9%ReducedHolders
Q1 202617,694$851.8K<0.1%−610−3.3%ReducedHolders
Q4 202518,304$688.4K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202526,164$889.1K<0.1%+16,405+168.1%AddedHolders
Q1 20259,759$344.6K<0.1%−411−4.0%ReducedHolders
Q4 202410,170$326.4K<0.1%−1,835−15.3%ReducedHolders
Q3 202412,005$387.0K<0.1%−930−7.2%ReducedHolders
Q2 202412,935$414.7K<0.1%−1,420−9.9%ReducedHolders
Q1 202414,355$446.4K<0.1%−1,785−11.1%ReducedHolders
Q4 202316,140$490.5K<0.1%−2,920−15.3%ReducedHolders
Q3 202319,060$612.6K<0.1%−26,572−58.2%ReducedHolders
Q2 202345,632$1.30M<0.1%−435,121−90.5%ReducedHolders
Q1 2023480,753––+424,303+751.6%AddedHolders
Q4 202256,450$1.90M<0.1%−5,670−9.1%ReducedHolders
Q3 202262,120$2.04M<0.1%−1,923−3.0%ReducedHolders
Q2 202264,043$2.23M0.1%−12,356−16.2%ReducedHolders
Q1 202276,399$2.82M0.1%−122,504−61.6%ReducedHolders
Q4 2021198,903$5.71M0.1%+161,921+437.8%AddedHolders
Q3 202136,982$1.08M<0.1%−15,655−29.7%ReducedHolders
Q2 202152,637$1.43M<0.1%−2,551−4.6%ReducedHolders
Q1 202155,188$1.31M<0.1%––Holders

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