Ownership history in EP Wealth Advisors, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which EP Wealth Advisors, LLC reported a position in FRANKLIN TEMPLETON ETF TR (FLSW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 56,057 | -2,225 | -3.8% | 0.01% | $2.3M | $41.48 |
| 2025 Q2 | REDUCED | 58,282 | -798 | -1.4% | 0.01% | $2.2M | $37.89 |
| 2025 Q1 | REDUCED | 59,080 | -4,725 | -7.4% | 0.02% | $2.1M | $34.90 |
| 2024 Q4 | REDUCED | 63,805 | -1,400 | -2.1% | 0.02% | $2.0M | $31.21 |
| 2024 Q3 | INITIATED | 65,205 | — | — | 0.02% | $2.4M | $35.20 |
As of 2025 Q4 — sorted by position size