Position in F
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,415,694
+$1,100,388 QoQ
Shares Held
173,791
+52.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#375
of 1,726 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in F Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $61,372,803 across 7 Auto Manufacturers names. F ranks #2 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
131,616 | $55,357,689 | |
| 2 | F |
Ford Motor Co
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|
173,791 | $2,415,694 | |
| 3 | GM |
General Motors Co
|
26,170 | $2,017,183 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
43,828 | $760,415 | |
| 5 | TM |
Toyota Motor Corp/
|
3,250 | $547,365 | |
| 6 | RACE |
Ferrari N.V.
|
575 | $214,066 | |
| 7 | NIO |
NIO Inc.
|
11,935 | $60,391 |
All Filings in F
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,415,694 | 173,791 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,315,306 | 113,978 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,240,128 | 94,522 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $745,763 | 68,734 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $575,691 | 57,397 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $601,207 | 60,728 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $899,659 | 85,195 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $930,267 | 74,184 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,011,032 | 76,132 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $861,406 | 70,665 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,122,979 | 90,417 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $556,965 | 36,812 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $101,631 | 8,066 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $512,382 | 44,057 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $560,470 | 50,042 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $562,287 | 50,520 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $616,031 | 36,430 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $775,531 | 37,339 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $417,535 | 29,487 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $376,047 | 25,306 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $265,420 | 21,667 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $147,777 | 16,812 | Shares | Sole | 2021-02-18 | |
| 2020-06-30 | $101,432 | 16,683 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $90,263 | 18,688 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||