EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

NLY holding history

Annaly Capital Management 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.

NLY overview All 13F holders of NLY Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of NLY by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−14,699−100.0%	Sold out	Holders
Q1 2025	14,699	$298.5K	<0.1%	+14,699	New	Holders
Q1 2022	0	$0	0.0%	−11,982−100.0%	Sold out	Holders
Q4 2021	11,982	$94.0K	<0.1%	+11,982	New	Holders