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Disclosery

Clearstead Advisors, LLC: EPD position timeline

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

Clearstead Advisors, LLC held 93,924 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,924 shares
    Change vs previous 13F +1,673 shares

    0.03% of the 13F portfolio, value $3,452,657.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 92,251 shares
    Change vs previous 13F -974 shares

    0.03% of the 13F portfolio, value $3,490,789.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 93,225 shares
    Change vs previous 13F +890 shares

    0.04% of the 13F portfolio, value $2,988,794.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 92,335 shares
    Change vs previous 13F +19,963 shares

    0.04% of the 13F portfolio, value $2,887,316.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 72,372 shares
    Change vs previous 13F +12,568 shares

    0.03% of the 13F portfolio, value $2,244,271.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 59,804 shares
    Change vs previous 13F +2,834 shares

    0.03% of the 13F portfolio, value $2,041,694.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 56,970 shares
    Change vs previous 13F +5,938 shares

    0.03% of the 13F portfolio, value $1,786,565.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 51,032 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,485,537.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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