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Choate Investment Advisors: EPD position timeline

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

Choate Investment Advisors held 229,260 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,260 shares
    Change vs previous 13F -2,680 shares

    0.15% of the 13F portfolio, value $8,427,584.

    13F-HR 0001398344-26-014036 filed by Choate Investment 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 231,940 shares
    Change vs previous 13F -34,051 shares

    0.17% of the 13F portfolio, value $8,776,596.

    13F-HR 0001398344-26-009072 filed by Choate Investment 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 265,991 shares
    Change vs previous 13F -10,498 shares

    0.17% of the 13F portfolio, value $8,527,660.

    13F-HR 0001398344-26-002491 filed by Choate Investment 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 276,489 shares
    Change vs previous 13F -19,781 shares

    0.18% of the 13F portfolio, value $8,645,800.

    13F-HR 0001398344-25-020572 filed by Choate Investment 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 296,270 shares
    Change vs previous 13F -1,502 shares

    0.2% of the 13F portfolio, value $9,187,322.

    13F-HR 0001398344-25-015075 filed by Choate Investment 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 297,772 shares
    Change vs previous 13F -6,849 shares

    0.25% of the 13F portfolio, value $10,165,924.

    13F-HR 0001398344-25-009417 filed by Choate Investment 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 304,621 shares
    Change vs previous 13F -6,343 shares

    0.23% of the 13F portfolio, value $9,557,131.

    13F-HR 0001398344-25-002290 filed by Choate Investment 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 310,964 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $9,052,152.

    13F-HR 0001398344-24-020612 filed by Choate Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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