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GM Advisory Group, LLC: EPD position timeline

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

GM Advisory Group, LLC held 52,239 EPD shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 52,239 shares
    Change vs previous 13F -5,318 shares

    0.08% of the 13F portfolio, value $1,976,734.

    13F-HR 0001598304-26-000002 filed by GM Advisory 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 ended2025-12-31
    13F 57,557 shares
    Change vs previous 13F -17,639 shares

    0.07% of the 13F portfolio, value $1,845,262.

    13F-HR 0001598304-26-000001 filed by GM Advisory 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 ended2025-09-30
    13F 75,196 shares
    Change vs previous 13F -2,289 shares

    0.1% of the 13F portfolio, value $2,351,370.

    13F-HR 0001598304-25-000003 filed by GM Advisory 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 ended2025-06-30
    13F 77,485 shares
    Change vs previous 13F -3,770 shares

    0.12% of the 13F portfolio, value $2,402,800.

    13F-HR 0001085146-25-004951 filed by GM Advisory 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 ended2025-03-31
    13F 81,255 shares
    Change vs previous 13F -1,238 shares

    0.15% of the 13F portfolio, value $2,774,046.

    13F-HR 0001085146-25-003078 filed by GM Advisory 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 ended2024-12-31
    13F 82,493 shares
    Change vs previous 13F +3,084 shares

    0.14% of the 13F portfolio, value $2,586,989.

    13F-HR 0001085146-25-000953 filed by GM Advisory 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 ended2024-09-30
    13F 79,409 shares
    Change vs previous 13F +636 shares

    0.14% of the 13F portfolio, value $2,311,597.

    13F-HR 0001085146-24-005500 filed by GM Advisory 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 ended2024-06-30
    13F 78,773 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,282,842.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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