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FORTEM FINANCIAL GROUP, LLC: EPD position timeline

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

FORTEM FINANCIAL GROUP, LLC held 21,313 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,313 shares
    Change vs previous 13F -784 shares

    0.16% of the 13F portfolio, value $783,466.

    13F-HR 0001104659-26-084976 filed by FORTEM FINANCIAL 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 22,097 shares
    Change vs previous 13F +3,150 shares

    0.21% of the 13F portfolio, value $836,151.

    13F-HR 0001104659-26-044277 filed by FORTEM FINANCIAL 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 18,947 shares
    Change vs previous 13F -1,755 shares

    0.16% of the 13F portfolio, value $607,441.

    13F-HR 0001104659-26-010098 filed by FORTEM FINANCIAL 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 20,702 shares
    Change vs previous 13F -4,609 shares

    0.19% of the 13F portfolio, value $647,352.

    13F-HR 0001104659-25-106002 filed by FORTEM FINANCIAL 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 25,311 shares
    Change vs previous 13F -2,482 shares

    0.25% of the 13F portfolio, value $784,895.

    13F-HR 0001104659-25-076730 filed by FORTEM FINANCIAL 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 27,793 shares
    Change vs previous 13F -1,319 shares

    0.37% of the 13F portfolio, value $948,854.

    13F-HR 0001104659-25-043116 filed by FORTEM FINANCIAL 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 29,112 shares
    Change vs previous 13F +2,124 shares

    0.35% of the 13F portfolio, value $912,954.

    13F-HR 0001104659-25-001240 filed by FORTEM FINANCIAL 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/A 26,988 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $785,626.

    13F-HR/A 0001104659-24-120090 filed by FORTEM FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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