EP Wealth Advisors, LLC
Holdings in AB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $662,048 | 17,205 | Shares | Sole | 2026-02-18 |
| 2024-09-30 | $321,860 | 9,225 | Shares | Sole | 2024-11-15 |
| 2023-03-31 | $213,876 | 5,850 | Shares | Sole | 2023-06-05 |
| 2022-09-30 | $420,720 | 12,000 | Shares | Sole | 2022-12-02 |
| 2022-06-30 | $207,900 | 5,000 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $235,100 | 5,000 | Shares | Sole | 2022-05-20 |
| 2021-12-31 | $244,200 | 5,000 | Shares | Sole | 2022-02-17 |
| 2021-09-30 | $247,900 | 5,000 | Shares | Sole | 2021-11-23 |
| 2021-06-30 | $232,800 | 5,000 | Shares | Sole | 2021-08-24 |