Skip to main content
Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

SSD holding history

Simpson Manufacturing Co., 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.

SSD overviewAll 13F holders of SSDFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of SSD by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−11,865−100.0%Sold outHolders
Q1 202611,865$2.04M<0.1%−317−2.6%ReducedHolders
Q4 202512,182$1.97M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202512,158$1.89M<0.1%−53−0.4%ReducedHolders
Q1 202512,211$1.92M<0.1%−101−0.8%ReducedHolders
Q4 202412,312$2.04M<0.1%−127,516−91.2%ReducedHolders
Q3 2024139,828$26.7M0.2%+127,345+1,020.1%AddedHolders
Q2 202412,483$2.10M<0.1%+50.0%AddedHolders
Q1 202412,478$2.56M<0.1%+39+0.3%AddedHolders
Q4 202312,439$2.46M<0.1%+12,439NewHolders
Q3 20230$00.0%−6,586−100.0%Sold outHolders
Q2 20236,586$1.72M<0.1%−216,619−97.0%ReducedHolders
Q1 2023223,205$33.7M0.7%+210,578+1,667.7%AddedHolders
Q4 202212,627$1.12M<0.1%00.0%UnchangedHolders
Q3 202212,627$990.0K<0.1%−279−2.2%ReducedHolders
Q2 202212,906$1.30M<0.1%00.0%UnchangedHolders
Q1 202212,906$1.41M<0.1%+12,906NewHolders
Q4 20210$00.0%−12,900−100.0%Sold outHolders
Q3 202112,900$1.38M<0.1%00.0%UnchangedHolders
Q2 202112,900$1.43M<0.1%−500−3.7%ReducedHolders
Q1 202113,400$1.39M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.