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FSM Wealth Advisors, LLC: EPD position timeline

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

FSM Wealth Advisors, LLC held 41,152 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,152 shares
    Change vs previous 13F -2,637 shares

    0.16% of the 13F portfolio, value $1,512,755.

    13F-HR 0001942548-26-000003 filed by FSM Wealth 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 43,789 shares
    Change vs previous 13F -2,394 shares

    0.21% of the 13F portfolio, value $1,656,961.

    13F-HR 0001942548-26-000002 filed by FSM Wealth 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 46,183 shares
    Change vs previous 13F -10,586 shares

    0.2% of the 13F portfolio, value $1,480,622.

    13F-HR 0001942548-26-000001 filed by FSM Wealth 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 56,769 shares
    Change vs previous 13F -468 shares

    0.25% of the 13F portfolio, value $1,775,157.

    13F-HR 0001942548-25-000007 filed by FSM Wealth 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 57,237 shares
    Change vs previous 13F -413 shares

    0.29% of the 13F portfolio, value $1,792,082.

    13F-HR 0001942548-25-000006 filed by FSM Wealth 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 57,650 shares
    Change vs previous 13F +18,938 shares

    0.44% of the 13F portfolio, value $1,968,157.

    13F-HR 0001942548-25-000001 filed by FSM Wealth 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 38,712 shares
    Change vs previous 13F +6,014 shares

    0.32% of the 13F portfolio, value $1,303,450.

    13F-HR 0001767699-25-000002 filed by FSM Wealth 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 32,698 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $951,833.

    13F-HR 0001767699-24-000003 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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