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Disclosery

Evanson Financial, LLC: EPD position timeline

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

Evanson Financial, LLC held 74,200 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,200 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,727,575.

    13F-HR 0002140235-26-000001 filed by Evanson Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).