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Disclosery

Bogart Wealth, LLC: EPD position timeline

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

Bogart Wealth, LLC held 28,917 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,917 shares
    Change vs previous 13F +145 shares

    0.04% of the 13F portfolio, value $1,062,987.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 28,772 shares
    Change vs previous 13F +26 shares

    0.04% of the 13F portfolio, value $1,088,719.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 28,746 shares
    Change vs previous 13F -13,514 shares

    0.04% of the 13F portfolio, value $921,601.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 42,260 shares
    Change vs previous 13F -530 shares

    0.05% of the 13F portfolio, value $1,321,483.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 42,790 shares
    Change vs previous 13F +515 shares

    0.06% of the 13F portfolio, value $1,326,923.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 42,275 shares
    Change vs previous 13F +1,132 shares

    0.07% of the 13F portfolio, value $1,443,281.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 41,143 shares
    Change vs previous 13F -49 shares

    0.06% of the 13F portfolio, value $1,290,251.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 41,192 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,199,099.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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