EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
SFTGQ holding history
Shift Technologies, 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.
SFTGQ overviewAll 13F holders of SFTGQFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −15,910−100.0% | Sold out | Holders |
| Q3 2023 | 15,910 | $25.5K | <0.1% | +15,910 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −10,000−100.0% | Sold out | Holders |
| Q1 2023 | 10,000 | $10 | <0.1% | −5,910−37.1% | ReducedConverted for a 1-for-10 split | Holders |
| Q4 2022 | 159,104 | $23.7K | <0.1% | +159,104 | New | Holders |