FIDUCIARY FINANCIAL GROUP, LLC: EPD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY FINANCIAL GROUP, LLC on EPD, newest first. How the timeline and the estimate are built.
FIDUCIARY FINANCIAL GROUP, LLC held 11,865 EPD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 11,865 sharesChange vs previous 13F +175 shares
0.05% of the 13F portfolio, value $422,503.
13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
Accepted , ingested - period ended2026-06-3013F 11,690 sharesChange vs previous 13F -81 shares
0.05% of the 13F portfolio, value $429,712.
13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,771 sharesChange vs previous 13F +50 shares
0.06% of the 13F portfolio, value $445,410.
13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,721 sharesChange vs previous 13F +2,995 shares
0.05% of the 13F portfolio, value $375,789.
13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,726 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $272,867.
13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).