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Disclosery

CX Institutional: EPD position timeline

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

CX Institutional held 5,453 EPD shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,453 shares
    Change vs previous 13F +1,141 shares

    0.01% of the 13F portfolio, value $194,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,312 shares
    Change vs previous 13F -215 shares

    <0.01% of the 13F portfolio, value $159,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,527 shares
    Change vs previous 13F -1,198 shares

    0.01% of the 13F portfolio, value $171,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,725 shares
    Change vs previous 13F +3,819 shares

    0.01% of the 13F portfolio, value $184,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,906 shares
    Change vs previous 13F +277 shares

    <0.01% of the 13F portfolio, value $60,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 1,629 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $51,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,629 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $56,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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