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Disclosery

Fiduciary Group, LLC: EPD position timeline

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

Fiduciary Group, LLC held 35,949 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,949 shares
    Change vs previous 13F +218 shares

    0.1% of the 13F portfolio, value $1,321,489.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 35,731 shares
    Change vs previous 13F -320 shares

    0.12% of the 13F portfolio, value $1,352,065.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 36,051 shares
    Change vs previous 13F +1,332 shares

    0.1% of the 13F portfolio, value $1,155,798.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 34,719 shares
    Change vs previous 13F +701 shares

    0.1% of the 13F portfolio, value $1,085,666.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 34,018 shares
    Change vs previous 13F +9,376 shares

    0.1% of the 13F portfolio, value $1,054,901.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 24,642 shares
    Change vs previous 13F +300 shares

    0.08% of the 13F portfolio, value $841,281.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 24,342 shares
    Change vs previous 13F +2,738 shares

    0.08% of the 13F portfolio, value $763,368.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 21,604 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $628,895.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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