EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
MBWM holding history
Mercantile Bank Corp 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.
MBWM overviewAll 13F holders of MBWMFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −5,996−100.0% | Sold out | Holders |
| Q1 2026 | 5,996 | $302.8K | <0.1% | +442+8.0% | Added | Holders |
| Q4 2025 | 5,554 | $267.1K | <0.1% | – | No prior filing | Holders |
| Q3 2025 | – | – | – | – | Not filed | Holders |
| Q2 2025 | 5,135 | $238.3K | <0.1% | −16−0.3% | Reduced | Holders |
| Q1 2025 | 5,151 | $223.8K | <0.1% | +650+14.4% | Added | Holders |
| Q4 2024 | 4,501 | $200.2K | <0.1% | +4,501 | New | Holders |