Position in RS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$268,618
+$28,568 QoQ
Shares Held
719
-13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#493
of 681 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $7,390,690 across 5 Steel names. RS ranks #4 (3.6% of the industry book) .
All Filings in RS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,618 | 719 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $240,050 | 831 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $256,142 | 816 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $225,802 | 782 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $209,484 | 778 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $335,772 | 1,161 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||