Position in MD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$457,938
-$14,010 QoQ
Shares Held
21,409
-3.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MD Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $44,954,456 across 6 Medical Care Facilities names.
All Filings in MD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $457,938 | 21,409 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $471,948 | 22,064 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $324,008 | 22,579 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $310,071 | 21,399 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||