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Disclosery

1776 Wealth LLC: EPD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1776 Wealth LLC on EPD, newest first. How the timeline and the estimate are built.

1776 Wealth LLC held 44,696 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,696 shares
    Change vs previous 13F +33 shares

    0.58% of the 13F portfolio, value $1,643,043.

    13F-HR 0001803140-26-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 44,663 shares
    Change vs previous 13F +34 shares

    0.66% of the 13F portfolio, value $1,690,066.

    13F-HR 0001803140-26-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 44,629 shares
    Change vs previous 13F +39 shares

    0.54% of the 13F portfolio, value $1,430,804.

    13F-HR 0001803140-26-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 44,590 shares
    Change vs previous 13F -523 shares

    0.54% of the 13F portfolio, value $1,394,343.

    13F-HR 0001803140-25-000005 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,113 shares
    Change vs previous 13F -148 shares

    0.58% of the 13F portfolio, value $1,398,961.

    13F-HR 0001803140-25-000003 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,261 shares
    Change vs previous 13F -766 shares

    0.71% of the 13F portfolio, value $1,545,227.

    13F-HR 0001803140-25-000002 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,027 shares
    Change vs previous 13F +36 shares

    0.66% of the 13F portfolio, value $1,443,405.

    13F-HR 0001803140-25-000001 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,991 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,338,798.

    13F-HR 0001803140-24-000004 filed by 1776 Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).