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Certified Advisory Corp: EPD position timeline

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

Certified Advisory Corp held 115,799 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,799 shares
    Change vs previous 13F +7,320 shares

    0.34% of the 13F portfolio, value $4,256,774.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 108,479 shares
    Change vs previous 13F +19,135 shares

    0.37% of the 13F portfolio, value $4,104,859.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 89,344 shares
    Change vs previous 13F +1,429 shares

    0.26% of the 13F portfolio, value $2,864,358.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 87,915 shares
    Change vs previous 13F +6,286 shares

    0.26% of the 13F portfolio, value $2,749,116.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 81,629 shares
    Change vs previous 13F +15,109 shares

    0.26% of the 13F portfolio, value $2,531,316.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 66,520 shares
    Change vs previous 13F +18,198 shares

    0.26% of the 13F portfolio, value $2,270,987.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 48,322 shares
    Change vs previous 13F +25,245 shares

    0.16% of the 13F portfolio, value $1,515,372.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 23,077 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $671,781.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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