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Disclosery

Cascade Financial Partners, LLC: EPD position timeline

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

Cascade Financial Partners, LLC held 46,553 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,553 shares
    Change vs previous 13F -994 shares

    0.15% of the 13F portfolio, value $1,711,279.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, 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 47,547 shares
    Change vs previous 13F +3,227 shares

    0.19% of the 13F portfolio, value $1,799,177.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, 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 44,320 shares
    Change vs previous 13F +5,400 shares

    0.14% of the 13F portfolio, value $1,420,886.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, 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 38,920 shares
    Change vs previous 13F +1,435 shares

    0.14% of the 13F portfolio, value $1,217,015.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, 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 37,485 shares
    Change vs previous 13F +950 shares

    0.14% of the 13F portfolio, value $1,162,397.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, 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 36,535 shares
    Change vs previous 13F -200 shares

    0.16% of the 13F portfolio, value $1,247,290.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, 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 36,735 shares
    Change vs previous 13F +926 shares

    0.15% of the 13F portfolio, value $1,151,999.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, 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 35,809 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,036,660.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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