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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

TRP holding history

TC Energy Corp 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.

TRP overviewAll 13F holders of TRPFull Q2 2026 holdings

Shares (Q2 2026)
12,348
Value
$818.5K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2025
Holdings of TRP by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,348$818.5K<0.1%+12,348NewHolders
Q1 20260$00.0%−4,445−100.0%Sold outHolders
Q4 20254,445$244.5K<0.1%–No prior filingHolders