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Crescent Grove Advisors, LLC: EPD position timeline

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

Crescent Grove Advisors, LLC held 54,799 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,799 shares
    Change vs previous 13F -6,994 shares

    0.17% of the 13F portfolio, value $2,014,411.

    13F-HR 0000892712-26-000332 filed by Crescent Grove 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 61,793 shares
    Change vs previous 13F -7,869 shares

    0.23% of the 13F portfolio, value $2,338,247.

    13F-HR 0000892712-26-000230 filed by Crescent Grove 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 69,662 shares
    Change vs previous 13F -102,232 shares

    0.21% of the 13F portfolio, value $2,233,364.

    13F-HR 0000892712-26-000077 filed by Crescent Grove 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 171,894 shares
    Change vs previous 13F +10,511 shares

    0.51% of the 13F portfolio, value $5,375,125.

    13F-HR 0000892712-25-000151 filed by Crescent Grove 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 161,383 shares
    Change vs previous 13F +8,188 shares

    0.48% of the 13F portfolio, value $5,004,487.

    13F-HR 0000892712-25-000095 filed by Crescent Grove 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 153,195 shares
    Change vs previous 13F -2,026 shares

    0.54% of the 13F portfolio, value $5,230,077.

    13F-HR 0000892712-25-000058 filed by Crescent Grove 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 155,221 shares
    Change vs previous 13F +2,233 shares

    0.48% of the 13F portfolio, value $4,867,731.

    13F-HR 0000892712-25-000010 filed by Crescent Grove 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 152,988 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,453,481.

    13F-HR 0000892712-24-000117 filed by Crescent Grove Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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