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Disclosery

Belpointe Asset Management LLC: EPD position timeline

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

Belpointe Asset Management LLC held 126,734 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,734 shares
    Change vs previous 13F +27,405 shares

    0.15% of the 13F portfolio, value $4,658,776.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset Management 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 99,329 shares
    Change vs previous 13F +50,066 shares

    0.14% of the 13F portfolio, value $3,758,635.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset Management 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 49,263 shares
    Change vs previous 13F -789 shares

    0.06% of the 13F portfolio, value $1,579,373.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset Management 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 50,052 shares
    Change vs previous 13F -964 shares

    0.06% of the 13F portfolio, value $1,565,142.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset Management 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 51,016 shares
    Change vs previous 13F +679 shares

    0.07% of the 13F portfolio, value $1,582,021.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset Management 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 50,337 shares
    Change vs previous 13F -6,978 shares

    0.09% of the 13F portfolio, value $1,718,531.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset Management 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 57,315 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,681,627.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset Management 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 57,315 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,668,444.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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