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Disclosery

BALLAST ADVISORS LLC: EPD position timeline

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

BALLAST ADVISORS LLC held 310,579 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 310,579 shares
    Change vs previous 13F +60 shares

    2.72% of the 13F portfolio, value $11,416,885.

    13F-HR 0001398344-26-014147 filed by BALLAST ADVISORS 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/A 310,519 shares
    Change vs previous 13F +1,510 shares

    3.42% of the 13F portfolio, value $11,750,050.

    13F-HR/A 0001803415-26-000003 filed by BALLAST ADVISORS 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 309,009 shares
    Change vs previous 13F -6,541 shares

    2.73% of the 13F portfolio, value $9,906,830.

    13F-HR 0001398344-26-001934 filed by BALLAST ADVISORS 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 315,550 shares
    Change vs previous 13F +4,694 shares

    2.72% of the 13F portfolio, value $9,867,242.

    13F-HR 0001398344-25-020738 filed by BALLAST ADVISORS 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 310,856 shares
    Change vs previous 13F +10,935 shares

    2.84% of the 13F portfolio, value $9,639,644.

    13F-HR 0001398344-25-014247 filed by BALLAST ADVISORS 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 299,921 shares
    Change vs previous 13F -9,261 shares

    3.26% of the 13F portfolio, value $10,239,296.

    13F-HR 0001398344-25-008869 filed by BALLAST ADVISORS 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 309,182 shares
    Change vs previous 13F +4,060 shares

    2.99% of the 13F portfolio, value $9,695,960.

    13F-HR 0001398344-25-002400 filed by BALLAST ADVISORS 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 305,122 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $8,882,115.

    13F-HR 0001398344-24-019649 filed by BALLAST ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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