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Disclosery

Allworth Financial LP: EPD position timeline

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

Allworth Financial LP held 81,212 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,212 shares
    Change vs previous 13F -31,798 shares

    0.01% of the 13F portfolio, value $2,985,367.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 113,010 shares
    Change vs previous 13F -2,874 shares

    0.02% of the 13F portfolio, value $4,276,299.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 115,884 shares
    Change vs previous 13F +14,252 shares

    0.02% of the 13F portfolio, value $3,715,253.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 101,632 shares
    Change vs previous 13F -3,679 shares

    0.01% of the 13F portfolio, value $3,178,026.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 105,311 shares
    Change vs previous 13F +62,452 shares

    0.02% of the 13F portfolio, value $3,265,699.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 42,859 shares
    Change vs previous 13F -2,507 shares

    0.01% of the 13F portfolio, value $1,341,492.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 45,366 shares
    Change vs previous 13F +19,400 shares

    0.01% of the 13F portfolio, value $1,533,377.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 25,966 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $755,859.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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