EP Wealth Advisors, LLC
Position in BIPH — Brookfield Infrastructure Partners L.P.
CIK 1540569
TORRANCE, CA
Position in BIPH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$170,822
+$3,665 QoQ
Shares Held
11,078
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 350 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in BIPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026EP Wealth Advisors, LLC holds $5,045,142 across 2 Utilities - Diversified names. BIPH ranks #2 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
52,576 | $4,874,320 | |
| 2 | BIPH |
Brookfield Infrastructure Partners L.P.
This page
|
11,078 | $170,822 |
All Filings in BIPH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,822 | 11,078 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $167,157 | 11,070 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $214,408 | 13,162 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $175,221 | 11,048 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $339,817 | 20,620 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $343,395 | 20,612 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $347,943 | 18,075 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $318,900 | 18,068 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $321,751 | 17,477 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $312,678 | 18,634 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $331,029 | 19,834 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $723,941 | 207,986 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $779,001 | 42,685 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $304,475 | 19,784 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $326,906 | 19,634 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $378,627 | 20,724 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $172,422 | 7,866 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $197,829 | 7,866 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $204,673 | 7,866 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $199,796 | 7,866 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | — | 7,866 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | — | 7,866 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | — | 7,866 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | — | 7,906 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | — | 10,137 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||