EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
RS holding history
Reliance, 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.
RS overviewAll 13F holders of RSFull Q2 2026 holdings
- Shares (Q2 2026)
- 719
- Value
- $268.5K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 719 | $268.5K | <0.1% | +719 | New | Holders |
| Q1 2026 | 0 | $0 | 0.0% | −831−100.0% | Sold out | Holders |
| Q4 2025 | 831 | $240.1K | <0.1% | – | No prior filing | Holders |
| Q3 2025 | – | – | – | – | Not filed | Holders |
| Q2 2025 | 816 | $256.1K | <0.1% | +34+4.3% | Added | Holders |
| Q1 2025 | 782 | $225.8K | <0.1% | +4+0.5% | Added | Holders |
| Q4 2024 | 778 | $209.5K | <0.1% | −383−33.0% | Reduced | Holders |
| Q3 2024 | 1,161 | $335.9K | <0.1% | +1,161 | New | Holders |