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AVANTAX ADVISORY SERVICES, INC.: EPD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on EPD, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 158,879 EPD shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 158,879 shares
    Change vs previous 13F +9,653 shares

    0.03% of the 13F portfolio, value $4,926,834.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 149,226 shares
    Change vs previous 13F +2,142 shares

    0.03% of the 13F portfolio, value $5,094,582.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 147,084 shares
    Change vs previous 13F +17,100 shares

    0.03% of the 13F portfolio, value $4,612,555.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 129,984 shares
    Change vs previous 13F -72,092 shares

    0.02% of the 13F portfolio, value $3,783,824.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 202,076 shares
    Change vs previous 13F +29,201 shares

    0.04% of the 13F portfolio, value $5,856,155.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 172,875 shares
    Change vs previous 13F -16,706 shares

    0.04% of the 13F portfolio, value $5,044,503.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 189,581 shares
    Change vs previous 13F +16,422 shares

    0.05% of the 13F portfolio, value $4,995,461.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 173,159 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,739,356.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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