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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

NEM holding history

NEWMONT 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.

NEM overviewAll 13F holders of NEMFull Q2 2026 holdings

Shares (Q2 2026)
273,421
Value
$25.5M
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of NEM by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026273,421$25.5M0.1%+218,238+395.5%AddedHolders
Q1 202655,183$5.97M<0.1%+7,277+15.2%AddedHolders
Q4 202547,906$4.78M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202543,980$2.56M<0.1%+2,625+6.3%AddedHolders
Q1 202541,355$2.00M<0.1%−3,122−7.0%ReducedHolders
Q4 202444,477$1.66M<0.1%−748−1.7%ReducedHolders
Q3 202445,225$2.42M<0.1%+10,811+31.4%AddedHolders
Q2 202434,414$1.44M<0.1%+3,845+12.6%AddedHolders
Q1 202430,569$1.10M<0.1%+3,028+11.0%AddedHolders
Q4 202327,541$1.14M<0.1%−1,943−6.6%ReducedHolders
Q3 202329,484$1.09M<0.1%−46,605−61.3%ReducedHolders
Q2 202376,089$1.14M<0.1%+76,089NewHolders
Q1 20230$00.0%−4,601−100.0%Sold outHolders
Q4 20224,601$217.2K<0.1%+4,601NewHolders
Q3 20220$00.0%−9,748−100.0%Sold outHolders
Q2 20229,748$582.0K<0.1%+3,208+49.1%AddedHolders
Q1 20226,540$520.0K<0.1%+1,417+27.7%AddedHolders
Q4 20215,123$318.0K<0.1%−20.0%ReducedHolders
Q3 20215,125$278.0K<0.1%−651−11.3%ReducedHolders
Q2 20215,776$366.0K<0.1%+1,343+30.3%AddedHolders
Q1 20214,433$267.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.