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Disclosery

Cornerstone Advisory, LLC: EPD position timeline

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

Cornerstone Advisory, LLC held 50,917 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,917 shares
    Change vs previous 13F +102 shares

    0.16% of the 13F portfolio, value $1,871,711.

    13F-HR 0001765380-26-000238 filed by Cornerstone Advisory, 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 50,815 shares
    Change vs previous 13F +4,099 shares

    0.18% of the 13F portfolio, value $1,922,853.

    13F-HR 0001765380-26-000144 filed by Cornerstone Advisory, 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 46,716 shares
    Change vs previous 13F +6,918 shares

    0.14% of the 13F portfolio, value $1,497,716.

    13F-HR 0001765380-26-000050 filed by Cornerstone Advisory, 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 39,798 shares
    Change vs previous 13F +2,693 shares

    0.12% of the 13F portfolio, value $1,244,498.

    13F-HR 0001765380-25-000443 filed by Cornerstone Advisory, 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 37,105 shares
    Change vs previous 13F +3,055 shares

    0.12% of the 13F portfolio, value $1,150,617.

    13F-HR 0001765380-25-000271 filed by Cornerstone Advisory, 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 34,050 shares
    Change vs previous 13F +9,900 shares

    0.12% of the 13F portfolio, value $1,019,796.

    13F-HR 0001765380-25-000178 filed by Cornerstone Advisory, 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 24,150 shares
    Change vs previous 13F +7,273 shares

    0.09% of the 13F portfolio, value $807,575.

    13F-HR 0001765380-25-000128 filed by Cornerstone Advisory, 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 16,877 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $491,289.

    13F-HR 0001765380-24-000416 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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