EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

PANL holding history

Pangaea Logistics Solutions Ltd. 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.

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

Shares (Q2 2026): 13,534
Value: $88.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of PANL by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,534	$88.0K	<0.1%	−256−1.9%	Reduced	Holders
Q1 2026	13,790	$97.6K	<0.1%	+13,790	New	Holders
Q1 2025	0	$0	0.0%	−10,072−100.0%	Sold out	Holders
Q4 2024	10,072	$54.0K	<0.1%	+10,072	New	Holders