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CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC: EPD position timeline

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

CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC held 0 EPD shares at 2025-06-30 per its 13F-HR filed 2025-07-10.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -23,114 shares

    13F-HR 0001085146-25-003713 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 23,114 shares
    Change vs previous 13F +2,415 shares

    0.3% of the 13F portfolio, value $789,112.

    13F-HR 0001085146-25-002111 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 20,699 shares
    Change vs previous 13F +629 shares

    0.23% of the 13F portfolio, value $649,121.

    13F-HR 0001085146-25-000706 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 20,070 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $584,238.

    13F-HR 0001085146-24-004855 filed by CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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