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Covenant Asset Management, LLC: EPD position timeline

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

Covenant Asset Management, LLC held 49,969 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,969 shares
    Change vs previous 13F -3,210 shares

    0.33% of the 13F portfolio, value $1,836,861.

    13F-HR 0001697717-26-000006 filed by Covenant Asset Management, 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 53,179 shares
    Change vs previous 13F -11 shares

    0.41% of the 13F portfolio, value $2,012,294.

    13F-HR 0001697717-26-000004 filed by Covenant Asset Management, 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 53,190 shares
    Change vs previous 13F -1,434 shares

    0.33% of the 13F portfolio, value $1,705,272.

    13F-HR 0001697717-26-000002 filed by Covenant Asset Management, 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 54,624 shares
    Change vs previous 13F -2,117 shares

    0.32% of the 13F portfolio, value $1,708,093.

    13F-HR 0001697717-25-000012 filed by Covenant Asset Management, 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 56,741 shares
    Change vs previous 13F -605 shares

    0.36% of the 13F portfolio, value $1,759,539.

    13F-HR 0001697717-25-000007 filed by Covenant Asset Management, 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 57,346 shares
    Change vs previous 13F -1,300 shares

    0.49% of the 13F portfolio, value $1,957,793.

    13F-HR 0001697717-25-000005 filed by Covenant Asset Management, 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 58,646 shares
    Change vs previous 13F -4,958 shares

    0.41% of the 13F portfolio, value $1,839,139.

    13F-HR 0001697717-25-000002 filed by Covenant Asset Management, 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 63,604 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,851,513.

    13F-HR 0001697717-24-000011 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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