EP Wealth Advisors, LLC
CIK 1540569 · operating company. SEC filings, financial statements, 10-K sections, 8-K items and insider trades for EP Wealth Advisors, LLC.
Recent SEC filings
| Filed | Form | Accession number |
|---|---|---|
| Aug 12, 2026 | 13F-HR | 0001398344-26-014114 |
| May 14, 2026 | 13F-HR | 0001398344-26-009125 |
| Feb 18, 2026 | 13F-HR | 0001398344-26-003327 |
| Sep 2, 2025 | N-PX | 0001398344-25-017338 |
| Aug 14, 2025 | 13F-HR | 0001398344-25-015642 |
| May 15, 2025 | 13F-HR | 0001398344-25-009656 |
| Feb 14, 2025 | 13F-HR | 0001398344-25-002748 |
| Nov 15, 2024 | 13F-HR | 0001398344-24-020942 |
| Aug 30, 2024 | N-PX | 0001398344-24-017035 |
| Aug 19, 2024 | 13F-HR | 0001398344-24-014915 |
| May 14, 2024 | 13F-HR | 0001398344-24-009596 |
| Feb 28, 2024 | 13F-HR | 0001398344-24-004748 |
| Nov 24, 2023 | 13F-HR | 0001398344-23-021089 |
| Aug 14, 2023 | 13F-HR | 0001398344-23-014787 |
| Jun 12, 2023 | 13F-HR | 0001398344-23-011940 |
| Jun 5, 2023 | 13F-HR | 0001398344-23-011544 |
| Dec 2, 2022 | 13F-HR | 0001398344-22-023959 |
| Aug 11, 2022 | 13F-HR | 0001398344-22-015324 |
| May 20, 2022 | 13F-HR | 0001398344-22-010157 |
| Feb 17, 2022 | 13F-HR | 0001398344-22-003584 |
| Nov 23, 2021 | 13F-HR/A | 0001398344-21-021955 |
| Nov 16, 2021 | 13F-HR | 0001398344-21-021661 |
| Aug 24, 2021 | 13F-HR | 0001398344-21-016733 |
| May 17, 2021 | 13F-HR | 0001398344-21-010979 |
| Feb 18, 2021 | 13F-HR | 0001398344-21-003702 |