EP Wealth Advisors, LLC
Holdings in DBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $682,864 | 26,758 | Shares | Sole | 2026-02-18 |
| 2025-06-30 | $1,196,362 | 45,750 | Shares | Sole | 2025-08-14 |
| 2022-12-31 | $224,672 | 11,150 | Shares | Sole | 2023-06-12 |
| 2022-06-30 | $171,192 | 8,400 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $183,792 | 8,400 | Shares | Sole | 2022-05-20 |