EP Wealth Advisors, LLC

SEC CIK: 0001540569
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

SWAV holding history

Shockwave Medical, 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.

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

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of SWAV by EP Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−2,121−100.0%	Sold out	Holders
Q4 2023	2,121	$404.2K	<0.1%	−10.0%	Reduced	Holders
Q3 2023	2,122	$422.5K	<0.1%	+2,122	New	Holders