Position in MMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$218,856
-$56,004 QoQ
Shares Held
4,071
-5.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#234
of 348 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MMS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $10,240,705 across 6 Specialty Business Services names. MMS ranks #6 (2.1% of the industry book) .
All Filings in MMS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,856 | 4,071 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $274,860 | 4,288 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $329,138 | 3,813 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $261,354 | 3,723 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $264,849 | 3,884 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $252,839 | 3,387 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $269,418 | 2,892 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||