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Disclosery

Evanson Asset Management, LLC: EPD position timeline

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

Evanson Asset Management, LLC held 74,001 EPD shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 74,001 shares
    Change vs previous 13F +21,649 shares

    0.15% of the 13F portfolio, value $2,800,183.

    13F-HR 0001626379-26-000002 filed by Evanson Asset 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 ended2025-12-31
    13F 52,352 shares
    Change vs previous 13F +243 shares

    0.09% of the 13F portfolio, value $1,678,409.

    13F-HR 0001626379-26-000001 filed by Evanson Asset 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 ended2025-09-30
    13F 52,109 shares
    Change vs previous 13F -10,720 shares

    0.09% of the 13F portfolio, value $1,629,444.

    13F-HR 0001085146-25-005927 filed by Evanson Asset 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 ended2025-06-30
    13F 62,829 shares
    Change vs previous 13F -10,006 shares

    0.12% of the 13F portfolio, value $1,948,338.

    13F-HR 0001085146-25-003862 filed by Evanson Asset 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 ended2025-03-31
    13F 72,835 shares
    Change vs previous 13F -635 shares

    0.18% of the 13F portfolio, value $2,486,585.

    13F-HR 0001085146-25-002223 filed by Evanson Asset 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 ended2024-12-31
    13F 73,470 shares
    Change vs previous 13F +306 shares

    0.16% of the 13F portfolio, value $2,304,029.

    13F-HR 0001085146-25-000238 filed by Evanson Asset 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 ended2024-09-30
    13F 73,164 shares
    Change vs previous 13F -762 shares

    0.15% of the 13F portfolio, value $2,129,817.

    13F-HR 0001085146-24-004669 filed by Evanson Asset 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 ended2024-06-30
    13F 73,926 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,142,384.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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