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Disclosery

BFSG, LLC: EPD position timeline

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

BFSG, LLC held 101,534 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,534 shares
    Change vs previous 13F -175 shares

    0.33% of the 13F portfolio, value $3,732,390.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 101,709 shares
    Change vs previous 13F +100,401 shares

    0.37% of the 13F portfolio, value $3,848,669.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 1,308 shares
    Change vs previous 13F -179,246 shares

    <0.01% of the 13F portfolio, value $41,935.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 180,554 shares
    Change vs previous 13F +4,346 shares

    0.55% of the 13F portfolio, value $5,645,924.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 176,208 shares
    Change vs previous 13F +1,227 shares

    0.61% of the 13F portfolio, value $5,464,211.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 174,981 shares
    Change vs previous 13F -2,040 shares

    0.73% of the 13F portfolio, value $5,973,852.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 177,021 shares
    Change vs previous 13F -1,377 shares

    0.65% of the 13F portfolio, value $5,551,379.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 178,398 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,193,166.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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