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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

NWN holding history

Northwest Natural Holding Co 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.

NWN overviewAll 13F holders of NWNFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2025
Holdings of NWN by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−7,139−100.0%Sold outHolders
Q1 20267,139$380.0K<0.1%−172−2.4%ReducedHolders
Q4 20257,311$341.7K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20256,895$273.9K<0.1%−25−0.4%ReducedHolders
Q1 20256,920$295.6K<0.1%+6,920NewHolders