A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

Filer Snapshot

EPIQ Capital Group, LLC

CIK 0001779453. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

Latest Filing

07 Feb 2025

Industry

n/a

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Open 13F if you want portfolio holdings.
Open 13D/G or insider pages only when this CIK has those rows.

Open 13F portfolio

Source: SEC Form 13F

13F-HR filed on 07 Feb 2025 for CIK 0001779453.

View Source Filing

Business address: One Lombard Street, Suite 200, San Francisco, CA, 94111
Top securities (13F): IWB, VTI, ACWI, RDDT, IAU, META, IJR, GLD, RBRK, APP, VOO, VT, SPY, AAPL, VEA, QQQ, BABA, IWM, JD, and AGG
State of incorporation: CA
Fiscal year end: 31 December

Filer intelligence

What SEC filings say about EPIQ Capital Group, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

Latest parsed 13F shows $383.36M across 79 reported holdings for Q4 2024.
Largest parsed 13F holding: IWB at $65.43M.
Forms 3/4/5 show insider context for AMTI worth $0.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed

13F portfolio 79 rows

Quarterly institutional portfolio holdings.

Open

13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open

Forms 3/4/5 2 rows

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2024 - 07 Feb 2025

IWB

17.1%

Ishares Tr

$65.43M

VTI

15.7%

Vanguard Index Fds

$60.11M

ACWI

10.6%

Ishares Tr

$40.52M

RDDT

Reddit Inc

$26.66M

IAU

6.9%

Ishares Gold Tr

$26.27M

Forms 3/4/5 insider context

AMTI

27 Dec 2023

Issuer page Owner page

LHDXQ

14 Dec 2022 · 10% owner

Issuer page Owner page

Latest update

What changed recently for EPIQ Capital Group, LLC

New filing available

Latest 13F period: Q4 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

07 Feb 2025

Page type

Filer profile

Latest period

Q4 2024

Institutional portfolio context was refreshed from a 13F filing filed on 07 Feb 2025.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

EPIQ Capital Group, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q4 2024. That gives you a fresh baseline before you compare this company with peers.

Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

EPIQ Capital Group, LLC has filed 47 SEC EDGAR filings since 14 Jun 2019. Common forms include 13F-HR, N-PX, SC 13D/A, 4 and more.

EPIQ Capital Group, LLC SEC filings EPIQ Capital Group, LLC 13F portfolio EPIQ Capital Group, LLC owner filings

Latest Filings

Recent SEC filings for EPIQ Capital Group, LLC with direct links to document and filing folders.

13F-HR File 028-20297

13F-HR filing

Filing date: 07 Feb 2025
Reporting date: 31 Dec 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 14 Nov 2024
Reporting date: 30 Sep 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

N-PX File 028-20297

N-PX filing

Filing date: 09 Aug 2024
Reporting date: 30 Jun 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 09 Aug 2024
Reporting date: 30 Jun 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 15 May 2024
Reporting date: 31 Mar 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 09 Feb 2024
Reporting date: 31 Dec 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13D/A

EPIQ13D1

Filing date: 05 Jan 2024
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39306

4 filing

Filing date: 29 Dec 2023
Reporting date: 27 Dec 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 08 Nov 2023
Reporting date: 30 Sep 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 14 Aug 2023
Reporting date: 30 Jun 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 11 May 2023
Reporting date: 31 Mar 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR/A File 028-20297

13F-HR/A filing

Filing date: 14 Feb 2023
Reporting date: 31 Dec 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 13 Feb 2023
Reporting date: 31 Dec 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13D/A

Filing date: 22 Dec 2022
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39976

4 filing

Filing date: 16 Dec 2022
Reporting date: 14 Dec 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 09 Nov 2022
Reporting date: 30 Sep 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 15 Aug 2022
Reporting date: 30 Jun 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39306

4 filing

Filing date: 16 May 2022
Reporting date: 12 May 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 13 May 2022
Reporting date: 31 Mar 2022
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 09 Feb 2022
Reporting date: 31 Dec 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39306

4 filing

Filing date: 18 Nov 2021
Reporting date: 16 Nov 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 12 Nov 2021
Reporting date: 30 Sep 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 30 Jul 2021
Reporting date: 30 Jun 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 03 May 2021
Reporting date: 31 Mar 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13D

EPIQLHDX13D

Filing date: 12 Feb 2021
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39976

PRIMARY DOCUMENT

Filing date: 09 Feb 2021
Reporting date: 05 Feb 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 001-39976

PRIMARY DOCUMENT

Filing date: 04 Feb 2021
Reporting date: 04 Feb 2021
SEC evidence: Open document Open filing
Next action: Verify source filing

5 File 001-38890

PRIMARY DOCUMENT

Filing date: 01 Feb 2021
Reporting date: 31 Dec 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 01 Feb 2021
Reporting date: 31 Dec 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 06 Nov 2020
Reporting date: 30 Sep 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 27 Jul 2020
Reporting date: 30 Jun 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13D

Filing date: 18 Jun 2020
Reporting date: Not listed
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 18 Jun 2020
Reporting date: 31 Mar 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-20297

13F-HR filing

Filing date: 18 Jun 2020
Reporting date: 31 Dec 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-38890

PRIMARY DOCUMENT

Filing date: 15 Jun 2020
Reporting date: 11 Jun 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-39306

PRIMARY DOCUMENT

Filing date: 11 Jun 2020
Reporting date: 09 Jun 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 001-39306

PRIMARY DOCUMENT

Filing date: 04 Jun 2020
Reporting date: 04 Jun 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-38890

PRIMARY DOCUMENT

Filing date: 22 May 2020
Reporting date: 09 May 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-38890

PRIMARY DOCUMENT

Filing date: 31 Jan 2020
Reporting date: 09 May 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

4/A File 001-38890

PRIMARY DOCUMENT

Filing date: 29 Nov 2019
Reporting date: 09 May 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

4/A File 001-38890

PRIMARY DOCUMENT

Filing date: 29 Nov 2019
Reporting date: 09 May 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

4/A File 001-38890

PRIMARY DOCUMENT

Filing date: 29 Nov 2019
Reporting date: 09 May 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

3/A File 001-38890

PRIMARY DOCUMENT

Filing date: 29 Nov 2019
Reporting date: 09 May 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-38890

PRIMARY DOCUMENT

Filing date: 21 Aug 2019
Reporting date: 09 May 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-38890

PRIMARY DOCUMENT

Filing date: 19 Aug 2019
Reporting date: 09 May 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

4 File 001-38890

PRIMARY DOCUMENT

Filing date: 14 Jun 2019
Reporting date: 09 May 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

3 File 001-38890

PRIMARY DOCUMENT

Filing date: 14 Jun 2019
Reporting date: 09 May 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

About this filer

EPIQ Capital Group, LLC files with the SEC under CIK 0001779453. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.

EPIQ Capital Group, LLC

Follow future filing-backed changes

What SEC filings say about EPIQ Capital Group, LLC

Quick read

SEC source mix

Top parsed 13F holdings

IWB

VTI

ACWI

RDDT

IAU

Forms 3/4/5 insider context

What changed recently for EPIQ Capital Group, LLC

Benchmark context for this company

Filer Overview

Latest Filings

13F-HR filing

13F-HR filing

N-PX filing

13F-HR filing

13F-HR filing

13F-HR filing

EPIQ13D1

4 filing

13F-HR filing

13F-HR filing

13F-HR filing

13F-HR/A filing

13F-HR filing

SC 13D/A

4 filing

13F-HR filing

13F-HR filing

4 filing

13F-HR filing

13F-HR filing

4 filing

13F-HR filing

13F-HR filing

13F-HR filing

EPIQLHDX13D

PRIMARY DOCUMENT

PRIMARY DOCUMENT

PRIMARY DOCUMENT

13F-HR filing

13F-HR filing

13F-HR filing

SC 13D

13F-HR filing

13F-HR filing

PRIMARY DOCUMENT

PRIMARY DOCUMENT

PRIMARY DOCUMENT

PRIMARY DOCUMENT

PRIMARY DOCUMENT

PRIMARY DOCUMENT

PRIMARY DOCUMENT

PRIMARY DOCUMENT

PRIMARY DOCUMENT

PRIMARY DOCUMENT

PRIMARY DOCUMENT

PRIMARY DOCUMENT

PRIMARY DOCUMENT

About this filer

FAQ

Related pages for EPIQ Capital Group, LLC