Position in DV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$136,443
+$4,792 QoQ
Shares Held
12,587
-9.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 313 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in DV Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,051,865 across 4 Advertising Agencies names. DV ranks #4 (4.5% of the industry book) .
All Filings in DV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,443 | 12,587 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $131,651 | 13,858 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||