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Disclosery

AE Wealth Management LLC: EPD position timeline

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

AE Wealth Management LLC held 53,516 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,516 shares
    Change vs previous 13F +8,727 shares

    0.01% of the 13F portfolio, value $1,967,242.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 44,789 shares
    Change vs previous 13F -4,008 shares

    0.01% of the 13F portfolio, value $1,694,824.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 48,797 shares
    Change vs previous 13F +3,516 shares

    0.01% of the 13F portfolio, value $1,564,417.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 45,281 shares
    Change vs previous 13F +1,779 shares

    0.01% of the 13F portfolio, value $1,415,932.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 43,502 shares
    Change vs previous 13F -9,003 shares

    0.01% of the 13F portfolio, value $1,348,973.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 52,505 shares
    Change vs previous 13F +9,860 shares

    0.02% of the 13F portfolio, value $1,792,499.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 42,645 shares
    Change vs previous 13F +6,002 shares

    0.01% of the 13F portfolio, value $1,337,343.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 36,643 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,066,669.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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