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Disclosery

FMA ADVISORY INC: EPD position timeline

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

FMA ADVISORY INC held 61,677 EPD shares at 2021-09-30 per its 13F-HR filed 2021-11-15.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 61,677 shares
    Change vs previous 13F -4,259 shares

    0.5% of the 13F portfolio, value $1,335,000.

    13F-HR 0001221073-21-000118 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 65,936 shares
    Change vs previous 13F -10,817 shares

    0.59% of the 13F portfolio, value $1,591,000.

    13F-HR 0001221073-21-000097 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 76,753 shares
    Change vs previous 13F -5,800 shares

    0.52% of the 13F portfolio, value $1,690,000.

    13F-HR 0001221073-21-000052 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F 82,553 shares
    Change vs previous 13F +1,868 shares

    0.54% of the 13F portfolio, value $1,617,000.

    13F-HR 0001221073-21-000041 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 80,685 shares
    Change vs previous 13F +18,818 shares

    0.51% of the 13F portfolio, value $1,274,000.

    13F-HR 0001221073-21-000040 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 61,867 shares
    Change vs previous 13F +871 shares

    0.5% of the 13F portfolio, value $1,124,000.

    13F-HR 0001221073-21-000039 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 60,996 shares
    Change vs previous 13F -759 shares

    0.47% of the 13F portfolio, value $872,000.

    13F-HR 0001221073-21-000038 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 61,755 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,739,000.

    13F-HR 0001221073-21-000037 filed by FMA ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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