EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
FRG holding history
Franchise 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.
FRG overviewAll 13F holders of FRGFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −34,219−100.0% | Sold out | Holders |
| Q2 2023 | 34,219 | $397.4K | <0.1% | +7,642+28.8% | Added | Holders |
| Q1 2023 | 26,577 | $662.0K | <0.1% | +852+3.3% | Added | Holders |
| Q4 2022 | 25,725 | $612.8K | <0.1% | +375+1.5% | Added | Holders |
| Q3 2022 | 25,350 | $616.0K | <0.1% | +25,350 | New | Holders |