EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
MDB holding history
MongoDB, 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.
MDB overviewAll 13F holders of MDBFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,298
- Value
- $435.9K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,298 | $435.9K | <0.1% | −243−15.8% | Reduced | Holders |
| Q1 2026 | 1,541 | $377.1K | <0.1% | +809+110.5% | Added | Holders |
| Q4 2025 | 732 | $307.2K | <0.1% | – | No prior filing | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −680−100.0% | Sold out | Holders |
| Q1 2024 | 680 | $243.9K | <0.1% | +15+2.3% | Added | Holders |
| Q4 2023 | 665 | $271.9K | <0.1% | +55+9.0% | Added | Holders |
| Q3 2023 | 610 | $211.0K | <0.1% | −25,299−97.6% | Reduced | Holders |
| Q2 2023 | 25,909 | $297.1K | <0.1% | +25,909 | New | Holders |