EP Wealth Advisors, LLC

Position in TMQ — Trilogy Metals Inc.

CIK 1540569 TORRANCE, CA

Position in TMQ

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$35,226

-$896 QoQ

Shares Held

10,036

-0.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#94

of 145 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $1,821,395 across 5 Other Industrial Metals & Mining names. TMQ ranks #5 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHP	BHP Group Ltd	9,386	$781,947
2	RIO	Rio Tinto PLC	6,014	$570,909
3	MP	MP Materials Corp. / DE	4,912	$275,121
4	NB	Niocorp Developments Ltd	32,820	$158,192
5	TMQ	Trilogy Metals Inc. This page	10,036	$35,226

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,226	10,036	-0.3%	Shares	Sole	2026-08-12
2026-03-31	$36,122	10,062	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.