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Disclosery

BSW Wealth Partners: EPD position timeline

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

BSW Wealth Partners held 16,889 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,889 shares
    Change vs previous 13F -1,438 shares

    0.07% of the 13F portfolio, value $620,852.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 18,327 shares
    Change vs previous 13F -2,055 shares

    0.08% of the 13F portfolio, value $693,501.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 20,382 shares
    Change vs previous 13F +107 shares

    0.08% of the 13F portfolio, value $653,451.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 20,275 shares
    Change vs previous 13F +106 shares

    0.08% of the 13F portfolio, value $634,000.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 20,169 shares
    Change vs previous 13F -424 shares

    0.09% of the 13F portfolio, value $625,426.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 20,593 shares
    Change vs previous 13F +96 shares

    0.11% of the 13F portfolio, value $703,038.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 20,497 shares
    Change vs previous 13F +102 shares

    0.09% of the 13F portfolio, value $642,773.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 20,395 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $593,713.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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