EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
LPLA holding history
LPL Financial Holdings 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.
LPLA overviewAll 13F holders of LPLAFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −813−100.0% | Sold out | Holders |
| Q4 2025 | 813 | $290.4K | <0.1% | – | No prior filing | Holders |
| Q3 2025 | – | – | – | – | Not filed | Holders |
| Q2 2025 | 935 | $350.6K | <0.1% | −69−6.9% | Reduced | Holders |
| Q1 2025 | 1,004 | $328.4K | <0.1% | +16+1.6% | Added | Holders |
| Q4 2024 | 988 | $322.7K | <0.1% | −183−15.6% | Reduced | Holders |
| Q3 2024 | 1,171 | $272.4K | <0.1% | +358+44.0% | Added | Holders |
| Q2 2024 | 813 | $227.0K | <0.1% | +813 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −1,197−100.0% | Sold out | Holders |
| Q2 2022 | 1,197 | $221.0K | <0.1% | +1,197 | New | Holders |