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CFM WEALTH PARTNERS LLC: EPD position timeline

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

CFM WEALTH PARTNERS LLC held 183,670 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,670 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $6,751,728.

    13F-HR 0001951757-26-001142 filed by CFM WEALTH 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 183,670 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $6,950,092.

    13F-HR 0001951757-26-000660 filed by CFM WEALTH 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 183,670 shares
    Change vs previous 13F -4,000 shares

    0.85% of the 13F portfolio, value $5,888,476.

    13F-HR 0001951757-26-000314 filed by CFM WEALTH 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 187,670 shares
    Change vs previous 13F -276 shares

    0.85% of the 13F portfolio, value $5,868,457.

    13F-HR 0001951757-25-001232 filed by CFM WEALTH 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 187,946 shares
    Change vs previous 13F -6,788 shares

    0.93% of the 13F portfolio, value $5,828,221.

    13F-HR 0001951757-25-000931 filed by CFM WEALTH 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 194,734 shares
    Change vs previous 13F +14,774 shares

    1.17% of the 13F portfolio, value $6,648,202.

    13F-HR 0001951757-25-000452 filed by CFM WEALTH 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 179,960 shares
    Change vs previous 13F -1,026 shares

    0.95% of the 13F portfolio, value $5,643,530.

    13F-HR 0001951757-25-000122 filed by CFM WEALTH 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/A 180,986 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $5,268,488.

    13F-HR/A 0001951757-24-001098 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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