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Disclosery

Delta Investment Management, LLC: EPD position timeline

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

Delta Investment Management, LLC held 278,127 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 278,127 shares
    Change vs previous 13F -12,356 shares

    1.68% of the 13F portfolio, value $10,223,963.

    13F-HR 0001757043-26-000004 filed by Delta Investment 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 290,483 shares
    Change vs previous 13F +5,114 shares

    1.97% of the 13F portfolio, value $10,991,878.

    13F-HR 0001757043-26-000003 filed by Delta Investment 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 285,369 shares
    Change vs previous 13F -22,699 shares

    1.59% of the 13F portfolio, value $9,148,944.

    13F-HR 0001757043-26-000002 filed by Delta Investment 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 308,068 shares
    Change vs previous 13F -42,264 shares

    1.73% of the 13F portfolio, value $9,633,289.

    13F-HR 0001757043-25-000003 filed by Delta Investment 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 350,332 shares
    Change vs previous 13F +9,335 shares

    2.09% of the 13F portfolio, value $10,863,804.

    13F-HR 0001095449-25-000056 filed by Delta Investment 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 340,997 shares
    Change vs previous 13F +22,317 shares

    2.35% of the 13F portfolio, value $11,641,634.

    13F-HR 0001095449-25-000035 filed by Delta Investment 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 318,680 shares
    Change vs previous 13F +10,009 shares

    1.95% of the 13F portfolio, value $9,993,804.

    13F-HR 0001095449-25-000007 filed by Delta Investment 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 308,671 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $8,985,403.

    13F-HR 0001095449-24-000086 filed by Delta Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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