Skip to content
Disclosery

Grassi Investment Management: EPD position timeline

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

Grassi Investment Management held 34,900 EPD shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 34,900 shares
    Change vs previous 13F -2,500 shares

    0.09% of the 13F portfolio, value $1,082,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 37,400 shares
    Change vs previous 13F -800 shares

    0.12% of the 13F portfolio, value $1,277,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 38,200 shares
    Change vs previous 13F -1,000 shares

    0.1% of the 13F portfolio, value $1,198,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 39,200 shares
    Change vs previous 13F -1,000 shares

    0.1% of the 13F portfolio, value $1,141,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 40,200 shares
    Change vs previous 13F -1,000 shares

    0.1% of the 13F portfolio, value $1,165,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 41,200 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,202,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 41,200 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,086,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 41,200 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,128,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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