BUCKINGHAM STRATEGIC WEALTH, LLC: EPD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BUCKINGHAM STRATEGIC WEALTH, LLC on EPD, newest first. How the timeline and the estimate are built.
BUCKINGHAM STRATEGIC WEALTH, LLC held 78,809 EPD shares at 2024-06-30 per its 13F-HR filed 2024-08-12.
the latest 13F is the newest step
- period ended2024-06-3013F 78,809 sharesChange vs previous 13F +6,104 shares
0.02% of the 13F portfolio, value $2,283,884.
13F-HR 0001085146-24-003709 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 72,705 sharesChange vs previous 13F +1,626 shares
0.02% of the 13F portfolio, value $2,121,527.
13F-HR 0001085146-24-002355 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 71,079 sharesChange vs previous 13F +4,608 shares
0.02% of the 13F portfolio, value $1,872,932.
13F-HR 0001085146-24-001388 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 66,471 sharesChange vs previous 13F -3,931 shares
0.03% of the 13F portfolio, value $1,819,310.
13F-HR 0001085146-23-004311 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 70,402 sharesChange vs previous 13F +10,612 shares
0.03% of the 13F portfolio, value $1,855,099.
13F-HR 0001085146-23-003310 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 59,790 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $1,442,134.
13F-HR 0001085146-23-002227 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 59,790 sharesChange vs previous 13F -1,166 shares
0.03% of the 13F portfolio, value $1,442,134.
13F-HR 0001085146-23-001099 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 60,956 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,450,000.
13F-HR 0001085146-22-003813 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).