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C2C Wealth Management, LLC: EPD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2C Wealth Management, LLC on EPD, newest first. How the timeline and the estimate are built.

C2C Wealth Management, LLC held 66,146 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,146 shares
    Change vs previous 13F 0 shares

    1.91% of the 13F portfolio, value $2,431,527.

    13F-HR 0001951757-26-000940 filed by C2C Wealth 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 66,146 shares
    Change vs previous 13F +3,000 shares

    2.12% of the 13F portfolio, value $2,502,965.

    13F-HR 0001951757-26-000648 filed by C2C Wealth 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 63,146 shares
    Change vs previous 13F 0 shares

    1.71% of the 13F portfolio, value $2,024,461.

    13F-HR 0001951757-26-000263 filed by C2C Wealth 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 63,146 shares
    Change vs previous 13F +3,000 shares

    1.69% of the 13F portfolio, value $1,974,575.

    13F-HR 0001951757-25-001377 filed by C2C Wealth 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 60,146 shares
    Change vs previous 13F -632 shares

    1.69% of the 13F portfolio, value $1,865,127.

    13F-HR 0001951757-25-000879 filed by C2C Wealth 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 60,778 shares
    Change vs previous 13F -1,108 shares

    1.95% of the 13F portfolio, value $2,074,961.

    13F-HR 0001951757-25-000424 filed by C2C Wealth 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 61,886 shares
    Change vs previous 13F 0 shares

    1.8% of the 13F portfolio, value $1,940,745.

    13F-HR 0001951757-25-000243 filed by C2C Wealth 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 61,886 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $1,773,653.

    13F-HR 0001951757-24-001204 filed by C2C Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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