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Disclosery

Baer Investment Advisory LLC: EPD position timeline

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

Baer Investment Advisory LLC held 59,321 EPD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59,321 shares
    Change vs previous 13F -988 shares

    2.4% of the 13F portfolio, value $2,112,481.

    13F-HR 0001754960-26-000849 filed by Baer Investment Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 60,309 shares
    Change vs previous 13F -11,782 shares

    2.67% of the 13F portfolio, value $2,202,485.

    13F-HR 0001754960-26-000758 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 72,091 shares
    Change vs previous 13F -7,683 shares

    3.87% of the 13F portfolio, value $2,727,923.

    13F-HR/A 0001754960-26-000346 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 79,774 shares
    Change vs previous 13F +33,549 shares

    3.57% of the 13F portfolio, value $2,557,554.

    13F-HR 0001754960-26-000100 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 46,225 shares
    Change vs previous 13F -18,442 shares

    1.81% of the 13F portfolio, value $1,445,456.

    13F-HR 0001754960-25-000723 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 64,667 shares
    Change vs previous 13F +20,801 shares

    3.28% of the 13F portfolio, value $2,007,910.

    13F-HR/A 0001754960-25-000552 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 43,866 shares
    Change vs previous 13F +20,165 shares

    1.94% of the 13F portfolio, value $1,501,095.

    13F-HR 0001754960-25-000268 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,701 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $792,561.

    13F-HR 0001754960-25-000152 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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