Position in APP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,781,665
+$544,681 QoQ
Shares Held
3,458
+11.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#651
of 1,446 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,051,865 across 4 Advertising Agencies names. APP ranks #1 (58.4% of the industry book) .
All Filings in APP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,781,665 | 3,458 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,236,984 | 3,108 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,267,404 | 3,365 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,768,954 | 5,053 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,236,611 | 8,441 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,090,957 | 9,545 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,751,067 | 13,413 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $943,881 | 11,342 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $753,390 | 10,884 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $406,629 | 10,204 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $334,225 | 8,364 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $342,337 | 13,305 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $209,553 | 13,305 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $131,214 | 12,461 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $242,864 | 12,461 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $446,376 | 12,961 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $796,367 | 14,461 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $778,493 | 8,259 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||