EP Wealth Advisors, LLC
CIK
0001540569
City
TORRANCE
State / Country
CA
Holdings in CHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $298,680 | 28,500 | Shares | Sole | 2026-02-18 |
| 2025-06-30 | $299,820 | 28,500 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $281,322 | 29,335 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $350,259 | 29,335 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $341,459 | 29,335 | Shares | Sole | 2024-11-15 |
| 2024-06-30 | $190,139 | 16,335 | Shares | Sole | 2024-08-19 |
| 2024-03-31 | $175,925 | 15,500 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $160,580 | 15,500 | Shares | Sole | 2024-02-28 |
| 2023-09-30 | $163,370 | 15,500 | Shares | Sole | 2023-11-24 |
| 2023-06-30 | $2,772,000 | 247,500 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $19,756 | 1,878 | Shares | Sole | 2023-06-05 |
| 2022-12-31 | $126,120 | 12,000 | Shares | Sole | 2023-06-12 |
| 2022-09-30 | $115,920 | 12,000 | Shares | Sole | 2022-12-02 |
| 2022-06-30 | $128,640 | 12,000 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $158,520 | 12,000 | Shares | Sole | 2022-05-20 |