EP Wealth Advisors, LLC
Position in SMOT — VanEck Morningstar SMID Moat ETF
CIK 1540569
TORRANCE, CA
All Filings in SMOT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMOT | $781,745 | 22,215 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 SMOT | $986,993 | 27,265 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 SMOT | $1,022,250 | 29,375 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SMOT | $2,064,130 | 62,950 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SMOT | $2,169,886 | 62,950 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SMOT | $2,289,210 | 65,350 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 SMOT | $2,152,506 | 67,350 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 SMOT | $2,447,221 | 71,745 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 SMOT | $1,601,932 | 50,855 | Shares | Sole | 2024-02-28 | |
| No filing history on record for this holder in this stock. | ||||||