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180 WEALTH ADVISORS, LLC: EPD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 180 WEALTH ADVISORS, LLC on EPD, newest first. How the timeline and the estimate are built.

180 WEALTH ADVISORS, LLC held 53,274 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,274 shares
    Change vs previous 13F +1,378 shares

    0.2% of the 13F portfolio, value $1,958,352.

    13F-HR 0001730817-26-000004 filed by 180 WEALTH ADVISORS, 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 51,896 shares
    Change vs previous 13F +3,496 shares

    0.22% of the 13F portfolio, value $1,963,745.

    13F-HR 0001730817-26-000002 filed by 180 WEALTH ADVISORS, 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 48,400 shares
    Change vs previous 13F +5,473 shares

    0.18% of the 13F portfolio, value $1,551,704.

    13F-HR 0001730817-26-000001 filed by 180 WEALTH ADVISORS, 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 42,927 shares
    Change vs previous 13F +5,633 shares

    0.16% of the 13F portfolio, value $1,342,327.

    13F-HR 0001730817-25-000002 filed by 180 WEALTH ADVISORS, 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 37,294 shares
    Change vs previous 13F +5,809 shares

    0.16% of the 13F portfolio, value $1,156,487.

    13F-HR 0001085146-25-004341 filed by 180 WEALTH ADVISORS, 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 31,485 shares
    Change vs previous 13F +9,701 shares

    0.17% of the 13F portfolio, value $1,074,898.

    13F-HR 0001085146-25-001941 filed by 180 WEALTH ADVISORS, 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 21,784 shares
    Change vs previous 13F +13,561 shares

    0.11% of the 13F portfolio, value $683,146.

    13F-HR 0001085146-25-000154 filed by 180 WEALTH ADVISORS, 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 8,223 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $239,372.

    13F-HR 0001085146-24-005280 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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