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AM INVESTMENT STRATEGIES LLC: EPD position timeline

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

AM INVESTMENT STRATEGIES LLC held 125,180 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,180 shares
    Change vs previous 13F +1,598 shares

    0.88% of the 13F portfolio, value $4,602,000.

    13F-HR 0001818897-26-000003 filed by AM INVESTMENT STRATEGIES 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 123,582 shares
    Change vs previous 13F +833 shares

    1.03% of the 13F portfolio, value $4,676,000.

    13F-HR 0001818897-26-000002 filed by AM INVESTMENT STRATEGIES 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 122,749 shares
    Change vs previous 13F +1,837 shares

    0.82% of the 13F portfolio, value $3,935,000.

    13F-HR 0001818897-26-000001 filed by AM INVESTMENT STRATEGIES 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 120,912 shares
    Change vs previous 13F +1,822 shares

    0.82% of the 13F portfolio, value $3,781,000.

    13F-HR 0001818897-25-000007 filed by AM INVESTMENT STRATEGIES 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 119,090 shares
    Change vs previous 13F +3,486 shares

    0.87% of the 13F portfolio, value $3,692,000.

    13F-HR 0001818897-25-000004 filed by AM INVESTMENT STRATEGIES 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 115,604 shares
    Change vs previous 13F +2,502 shares

    0.96% of the 13F portfolio, value $3,947,000.

    13F-HR 0001818897-25-000003 filed by AM INVESTMENT STRATEGIES 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 113,102 shares
    Change vs previous 13F +1,692 shares

    0.86% of the 13F portfolio, value $3,547,000.

    13F-HR 0001818897-25-000001 filed by AM INVESTMENT STRATEGIES 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 111,410 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,243,000.

    13F-HR 0001818897-24-000004 filed by AM INVESTMENT STRATEGIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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