EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

RVT holding history

Royce Small-Cap Trust, 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.

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

Shares (Q2 2026): 33,637
Value: $621.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2024

Holdings of RVT by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	33,637	$621.3K	<0.1%	+33,637	New	Holders
Q1 2025	0	$0	0.0%	−13,025−100.0%	Sold out	Holders
Q4 2024	13,025	$205.8K	<0.1%	+1,070+9.0%	Added	Holders
Q3 2024	11,955	$187.7K	<0.1%	+11,955	New	Holders