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Edgemoor Investment Advisors, Inc.: EPD position timeline

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

Edgemoor Investment Advisors, Inc. held 288,717 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 288,717 shares
    Change vs previous 13F -5,805 shares

    0.72% of the 13F portfolio, value $10,613,249.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    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 294,522 shares
    Change vs previous 13F -3,003 shares

    0.88% of the 13F portfolio, value $11,144,725.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    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 297,525 shares
    Change vs previous 13F -5,812 shares

    0.74% of the 13F portfolio, value $9,538,662.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    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 303,337 shares
    Change vs previous 13F -2,842 shares

    0.73% of the 13F portfolio, value $9,485,358.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    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 306,179 shares
    Change vs previous 13F -4,504 shares

    0.82% of the 13F portfolio, value $9,494,621.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    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 310,683 shares
    Change vs previous 13F +1,257 shares

    0.98% of the 13F portfolio, value $10,606,729.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, Inc.
    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 309,426 shares
    Change vs previous 13F +2,181 shares

    0.85% of the 13F portfolio, value $9,703,610.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, Inc.
    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 307,245 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $8,943,911.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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