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Birch Capital Management, LLC: EPD position timeline

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

Birch Capital Management, LLC held 166,599 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,599 shares
    Change vs previous 13F -5,152 shares

    2.99% of the 13F portfolio, value $6,124,179.

    13F-HR 0001799859-26-000003 filed by Birch Capital 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 171,751 shares
    Change vs previous 13F -6,057 shares

    3.41% of the 13F portfolio, value $6,499,058.

    13F-HR 0001799859-26-000002 filed by Birch Capital 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 177,808 shares
    Change vs previous 13F +5,092 shares

    2.84% of the 13F portfolio, value $5,700,524.

    13F-HR 0001799859-26-000001 filed by Birch Capital 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 172,716 shares
    Change vs previous 13F +4,577 shares

    2.76% of the 13F portfolio, value $5,400,829.

    13F-HR 0001799859-25-000006 filed by Birch Capital 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 168,139 shares
    Change vs previous 13F 0 shares

    2.67% of the 13F portfolio, value $5,213,990.

    13F-HR 0001799859-25-000004 filed by Birch Capital 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 168,139 shares
    Change vs previous 13F -401 shares

    2.98% of the 13F portfolio, value $5,740,265.

    13F-HR 0001799859-25-000003 filed by Birch Capital 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 168,540 shares
    Change vs previous 13F +465 shares

    2.66% of the 13F portfolio, value $5,285,414.

    13F-HR 0001799859-25-000001 filed by Birch Capital 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 168,075 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $4,892,663.

    13F-HR 0001799859-24-000005 filed by Birch Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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