EP Wealth Advisors, LLC
Holdings in CVGW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $236,792 | 10,887 | Shares | Sole | 2026-02-18 |
| 2025-06-30 | $281,534 | 10,588 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $256,764 | 10,703 | Shares | Sole | 2025-05-15 |