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Disclosery

Callan Capital, LLC: EPD position timeline

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

Callan Capital, LLC held 7,711 EPD shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 7,711 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $263,254.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 7,711 shares
    Change vs previous 13F -23,771 shares

    0.02% of the 13F portfolio, value $241,817.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 31,482 shares
    Change vs previous 13F +425 shares

    0.06% of the 13F portfolio, value $916,439.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F/A 31,057 shares
    Change vs previous 13F +7,671 shares

    0.07% of the 13F portfolio, value $900,031.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F/A 23,386 shares
    Change vs previous 13F +705 shares

    0.06% of the 13F portfolio, value $682,416.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 22,681 shares
    Change vs previous 13F +279 shares

    0.06% of the 13F portfolio, value $597,657.

    13F-HR 0001542166-24-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 22,402 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $613,140.

    13F-HR 0001542166-23-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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