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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

EIX holding history

Edison International 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.

EIX overviewAll 13F holders of EIXFull Q2 2026 holdings

Shares (Q2 2026)
22,958
Value
$1.71M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of EIX by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,958$1.71M<0.1%+2,235+10.8%AddedHolders
Q1 202620,723$1.52M<0.1%+2,301+12.5%AddedHolders
Q4 202518,422$1.11M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202510,859$560.3K<0.1%−7,060−39.4%ReducedHolders
Q1 202517,919$1.06M<0.1%+1,191+7.1%AddedHolders
Q4 202416,728$1.34M<0.1%−2,492−13.0%ReducedHolders
Q3 202419,220$1.67M<0.1%+8,369+77.1%AddedHolders
Q2 202410,851$779.2K<0.1%+937+9.5%AddedHolders
Q1 20249,914$701.3K<0.1%+595+6.4%AddedHolders
Q4 20239,319$666.2K<0.1%−625−6.3%ReducedHolders
Q3 20239,944$629.4K<0.1%−3,919−28.3%ReducedHolders
Q2 202313,863$556.5K<0.1%+13,863NewHolders
Q1 20230$00.0%−7,962−100.0%Sold outHolders
Q4 20227,962$506.5K<0.1%+7,962NewHolders
Q3 20220$00.0%−4,903−100.0%Sold outHolders
Q2 20224,903$310.0K<0.1%+143+3.0%AddedHolders
Q1 20224,760$334.0K<0.1%−343−6.7%ReducedHolders
Q4 20215,103$348.0K<0.1%+38+0.8%AddedHolders
Q3 20215,065$281.0K<0.1%−245−4.6%ReducedHolders
Q2 20215,310$307.0K<0.1%+706+15.3%AddedHolders
Q1 20214,604$270.0K<0.1%––Holders

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