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Disclosery

D.A. DAVIDSON & CO.: EPD position timeline

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

D.A. DAVIDSON & CO. held 489,584 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 489,584 shares
    Change vs previous 13F +12,990 shares

    0.1% of the 13F portfolio, value $17,997,128.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 476,594 shares
    Change vs previous 13F +8,135 shares

    0.11% of the 13F portfolio, value $18,034,342.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 468,459 shares
    Change vs previous 13F -7,031 shares

    0.09% of the 13F portfolio, value $15,018,797.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 475,490 shares
    Change vs previous 13F -14,005 shares

    0.1% of the 13F portfolio, value $14,868,587.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 489,495 shares
    Change vs previous 13F -6,414 shares

    0.11% of the 13F portfolio, value $15,179,241.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 495,909 shares
    Change vs previous 13F +4,394 shares

    0.14% of the 13F portfolio, value $16,930,367.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 491,515 shares
    Change vs previous 13F +21,014 shares

    0.13% of the 13F portfolio, value $15,413,920.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 470,501 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $13,696,297.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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