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Disclosery

Bollard Group LLC: EPD position timeline

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

Bollard Group LLC held 1,693,907 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 1,693,907 shares
    Change vs previous 13F +73,852 shares

    1.9% of the 13F portfolio, value $62,268,000.

    13F-HR 0000929638-26-003007 filed by Bollard Group 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 1,620,055 shares
    Change vs previous 13F -5,123 shares

    1.87% of the 13F portfolio, value $61,303,000.

    13F-HR 0000929638-26-001858 filed by Bollard Group 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 1,625,178 shares
    Change vs previous 13F -255,786 shares

    1.37% of the 13F portfolio, value $52,103,000.

    13F-HR 0000929638-26-000624 filed by Bollard Group 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 1,880,964 shares
    Change vs previous 13F +115,957 shares

    1.46% of the 13F portfolio, value $58,818,000.

    13F-HR 0000929638-25-004264 filed by Bollard Group 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 1,765,007 shares
    Change vs previous 13F +215,593 shares

    1.25% of the 13F portfolio, value $54,733,000.

    13F-HR 0000929638-25-003004 filed by Bollard Group 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 1,549,414 shares
    Change vs previous 13F +22,315 shares

    1.39% of the 13F portfolio, value $52,897,000.

    13F-HR 0000929638-25-001883 filed by Bollard Group 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 1,527,099 shares
    Change vs previous 13F -26,625 shares

    1.33% of the 13F portfolio, value $47,890,000.

    13F-HR 0000929638-25-000729 filed by Bollard Group 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 1,553,724 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $45,229,000.

    13F-HR 0000929638-24-003845 filed by Bollard Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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