Position in DASH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$234,168
-$390,981 QoQ
Shares Held
1,269
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#759
of 1,037 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in DASH Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $347,497,179 across 7 Internet Retail names. DASH ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
1,431,137 | $341,097,192 | |
| 2 | EBAY |
Ebay Inc
|
36,349 | $4,062,000 | |
| 3 | ETSY |
Etsy Inc
|
9,431 | $710,437 | |
| 4 | BABA |
Alibaba Group Holding Ltd
|
7,147 | $685,969 | |
| 5 | SE |
Sea Ltd
|
4,176 | $400,186 | |
| 6 | MELI |
Mercadolibre Inc
|
181 | $307,227 | |
| 7 | DASH |
DoorDash, Inc.
This page
|
1,269 | $234,168 |
All Filings in DASH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,168 | 1,269 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $625,149 | 2,536 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,022,780 | 5,596 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $949,465 | 5,660 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $829,118 | 5,809 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||