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CAPTRUST FINANCIAL ADVISORS: EPD position timeline

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

CAPTRUST FINANCIAL ADVISORS held 623,026 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 623,026 shares
    Change vs previous 13F +22,784 shares

    0.04% of the 13F portfolio, value $22,902,445.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 600,242 shares
    Change vs previous 13F +18,489 shares

    0.04% of the 13F portfolio, value $22,713,162.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 581,753 shares
    Change vs previous 13F +31,352 shares

    0.04% of the 13F portfolio, value $18,650,989.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 550,401 shares
    Change vs previous 13F -13,398 shares

    0.04% of the 13F portfolio, value $17,211,035.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 563,799 shares
    Change vs previous 13F +41,465 shares

    0.04% of the 13F portfolio, value $17,483,393.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 522,334 shares
    Change vs previous 13F -10,455 shares

    0.04% of the 13F portfolio, value $17,832,489.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 532,789 shares
    Change vs previous 13F -3,669 shares

    0.05% of the 13F portfolio, value $16,708,268.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 536,458 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $15,616,293.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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