Austin Wealth Management, LLC: EPD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Austin Wealth Management, LLC on EPD, newest first. How the timeline and the estimate are built.
Austin Wealth Management, LLC held 7,402 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 7,402 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $282,756.
13F-HR 0002003112-26-000007 filed by Austin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,402 sharesChange vs previous 13F -273 shares
0.06% of the 13F portfolio, value $280,018.
13F-HR 0002003112-26-000004 filed by Austin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,675 sharesChange vs previous 13F -35 shares
0.04% of the 13F portfolio, value $244,512.
13F-HR 0002003112-26-000001 filed by Austin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,710 sharesChange vs previous 13F +308 shares
0.04% of the 13F portfolio, value $239,321.
13F-HR 0002003112-25-000004 filed by Austin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,402 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $229,388.
13F-HR 0001085146-25-004694 filed by Austin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,402 sharesChange vs previous 13F -15,266 shares
0.05% of the 13F portfolio, value $231,683.
13F-HR 0001085146-25-002519 filed by Austin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 22,668 sharesChange vs previous 13F -50 shares
0.16% of the 13F portfolio, value $760,973.
13F-HR 0001085146-25-000924 filed by Austin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,718 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $673,369.
13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).