Skip to main content
Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

XYZ holding history

Block, 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.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2026)
36,772
Value
$2.79M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of XYZ by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,772$2.79M<0.1%+2,843+8.4%AddedHolders
Q1 202633,929$2.04M<0.1%+809+2.4%AddedHolders
Q4 202533,120$2.16M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20257,756$526.9K<0.1%−2,205−22.1%ReducedHolders
Q1 20259,961$541.2K<0.1%−1,104−10.0%ReducedHolders
Q4 202411,065$940.4K<0.1%−145−1.3%ReducedHolders
Q3 202411,210$752.5K<0.1%+7,313+187.7%AddedHolders
Q2 20243,897$251.3K<0.1%+254+7.0%AddedHolders
Q1 20243,643$308.2K<0.1%−395−9.8%ReducedHolders
Q4 20234,038$312.4K<0.1%+4,038NewHolders
Q3 20230$00.0%−27,958−100.0%Sold outHolders
Q2 202327,958$287.7K<0.1%+10,357+58.8%AddedHolders
Q1 202317,601$585.1K<0.1%+13,557+335.2%AddedHolders
Q4 20224,044$254.1K<0.1%+4,044NewHolders
Q3 20220$00.0%−5,587−100.0%Sold outHolders
Q2 20225,587$343.0K<0.1%+2,887+106.9%AddedHolders
Q1 20222,700$366.0K<0.1%+804+42.4%AddedHolders
Q4 20211,896$306.0K<0.1%+300+18.8%AddedHolders
Q3 20211,596$383.0K<0.1%+53+3.4%AddedHolders
Q2 20211,543$376.0K<0.1%−618−28.6%ReducedHolders
Q1 20212,161$491.0K<0.1%––Holders

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