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Glen Eagle Advisors, LLC: EPI position timeline

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

Glen Eagle Advisors, LLC held 97,012 EPI 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 97,012 shares
    Change vs previous 13F -439 shares

    0.52% of the 13F portfolio, value $4,150,168.

    13F-HR 0002029317-26-000004 filed by Glen Eagle 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 97,451 shares
    Change vs previous 13F -4,616 shares

    0.56% of the 13F portfolio, value $3,975,982.

    13F-HR 0002029317-26-000003 filed by Glen Eagle 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 102,067 shares
    Change vs previous 13F -2,103 shares

    0.64% of the 13F portfolio, value $4,724,660.

    13F-HR 0002029317-26-000001 filed by Glen Eagle 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 104,170 shares
    Change vs previous 13F -7 shares

    0.64% of the 13F portfolio, value $4,604,293.

    13F-HR 0002029317-25-000008 filed by Glen Eagle 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 104,177 shares
    Change vs previous 13F +2,755 shares

    0.76% of the 13F portfolio, value $4,945,260.

    13F-HR 0002029317-25-000004 filed by Glen Eagle 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 101,422 shares
    Change vs previous 13F +197 shares

    0.73% of the 13F portfolio, value $4,433,135.

    13F-HR 0002029317-25-000003 filed by Glen Eagle 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 101,225 shares
    Change vs previous 13F +8,378 shares

    0.76% of the 13F portfolio, value $4,582,435.

    13F-HR 0002029317-25-000001 filed by Glen Eagle 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 92,847 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $4,685,035.

    13F-HR 0002029317-24-000036 filed by Glen Eagle Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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