EP Wealth Advisors, LLC
CIK
0001540569
City
TORRANCE
State / Country
CA
Holdings in BTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $501,179 | 46,277 | Shares | Sole | 2026-02-18 |
| 2025-06-30 | $867,812 | 79,470 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $902,495 | 84,188 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,127,713 | 107,812 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,323,065 | 117,293 | Shares | Sole | 2024-11-15 |
| 2024-06-30 | $1,279,009 | 119,422 | Shares | Sole | 2024-08-19 |
| 2024-03-31 | $1,347,250 | 126,029 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $1,374,025 | 133,142 | Shares | Sole | 2024-02-28 |
| 2023-09-30 | $1,339,537 | 138,382 | Shares | Sole | 2023-11-24 |
| 2023-06-30 | $101,500 | 10,000 | Shares | Sole | 2023-08-14 |