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Disclosery

Addis & Hill, Inc: EPD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Addis & Hill, Inc on EPD, newest first. How the timeline and the estimate are built.

Addis & Hill, Inc held 20,691 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 20,691 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $760,602.

    13F-HR 0002063364-26-000178 filed by Addis & Hill, Inc
    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 20,691 shares
    Change vs previous 13F -1,118 shares

    0.48% of the 13F portfolio, value $782,948.

    13F-HR 0002063364-26-000089 filed by Addis & Hill, Inc
    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 21,809 shares
    Change vs previous 13F -1,527 shares

    0.42% of the 13F portfolio, value $699,197.

    13F-HR 0002063364-26-000006 filed by Addis & Hill, Inc
    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 23,336 shares
    Change vs previous 13F +32 shares

    0.44% of the 13F portfolio, value $726,917.

    13F-HR 0002063364-25-000220 filed by Addis & Hill, Inc
    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 23,304 shares
    Change vs previous 13F +81 shares

    0.47% of the 13F portfolio, value $722,652.

    13F-HR 0002063364-25-000108 filed by Addis & Hill, Inc
    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 23,223 shares
    Change vs previous 13F -407 shares

    0.55% of the 13F portfolio, value $792,834.

    13F-HR 0002063364-25-000019 filed by Addis & Hill, Inc
    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 23,630 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $741,000.

    13F-HR 0002016470-25-000002 filed by Addis & Hill, Inc
    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 23,630 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $688,000.

    13F-HR 0002016470-24-000010 filed by Addis & Hill, Inc
    Filed (acceptance time not in the bulk data set), ingested

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