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Foundations Investment Advisors, LLC: EPD position timeline

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

Foundations Investment Advisors, LLC held 270,583 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 270,583 shares
    Change vs previous 13F +11,730 shares

    0.1% of the 13F portfolio, value $9,946,624.

    13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, 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 258,853 shares
    Change vs previous 13F -31,526 shares

    0.12% of the 13F portfolio, value $9,794,996.

    13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, 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 290,379 shares
    Change vs previous 13F +24,216 shares

    0.12% of the 13F portfolio, value $9,309,558.

    13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, 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 266,163 shares
    Change vs previous 13F +14,219 shares

    0.12% of the 13F portfolio, value $8,322,909.

    13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, 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 251,944 shares
    Change vs previous 13F +32,429 shares

    0.12% of the 13F portfolio, value $7,812,776.

    13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, 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 219,515 shares
    Change vs previous 13F -70,848 shares

    0.14% of the 13F portfolio, value $7,494,235.

    13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, 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 290,363 shares
    Change vs previous 13F +15,305 shares

    0.18% of the 13F portfolio, value $9,105,789.

    13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, 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 275,058 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $8,006,950.

    13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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