EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
EVTL holding history
Vertical Aerospace Ltd. 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.
EVTL overviewAll 13F holders of EVTLFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −20,000−100.0% | Sold out | Holders |
| Q2 2024 | 20,000 | $14.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 20,000 | $22.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 20,000 | $13.8K | <0.1% | +10,000+100.0% | Added | Holders |
| Q3 2023 | 10,000 | $11.8K | <0.1% | −623−5.9% | Reduced | Holders |
| Q2 2023 | 10,623 | $19.7K | <0.1% | +3,228+43.7% | Added | Holders |
| Q1 2023 | 7,395 | – | – | +7,395 | New | Holders |