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FOGEL CAPITAL MANAGEMENT, INC.: EPD position timeline

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

FOGEL CAPITAL MANAGEMENT, INC. held 389,960 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 389,960 shares
    Change vs previous 13F +2,700 shares

    5.76% of the 13F portfolio, value $14,334,930.

    13F-HR 0002011427-26-000006 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 387,260 shares
    Change vs previous 13F +10,820 shares

    6.7% of the 13F portfolio, value $14,653,918.

    13F-HR 0002011427-26-000004 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 376,440 shares
    Change vs previous 13F +14,700 shares

    5.56% of the 13F portfolio, value $12,068,666.

    13F-HR 0002011427-26-000002 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 361,740 shares
    Change vs previous 13F +6,400 shares

    5.23% of the 13F portfolio, value $11,311,610.

    13F-HR 0002011427-25-000004 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 355,340 shares
    Change vs previous 13F +6,420 shares

    5.88% of the 13F portfolio, value $11,019,093.

    13F-HR 0001415889-25-020537 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 348,920 shares
    Change vs previous 13F -900 shares

    6.41% of the 13F portfolio, value $11,912,129.

    13F-HR 0001415889-25-010855 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 349,820 shares
    Change vs previous 13F +28,000 shares

    5.51% of the 13F portfolio, value $10,970,355.

    13F-HR 0001415889-25-002092 filed by FOGEL CAPITAL MANAGEMENT, INC.
    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 321,820 shares
    Change vs previous 13F not available

    4.83% of the 13F portfolio, value $9,368,180.

    13F-HR 0001415889-24-026091 filed by FOGEL CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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