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Disclosery

Heritage Wealth Advisors: EPD position timeline

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

Heritage Wealth Advisors held 343,269 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 343,269 shares
    Change vs previous 13F -500 shares

    0.43% of the 13F portfolio, value $12,618,568.

    13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
    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 343,769 shares
    Change vs previous 13F -16,572 shares

    0.51% of the 13F portfolio, value $13,008,219.

    13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
    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 360,341 shares
    Change vs previous 13F -7,074 shares

    0.44% of the 13F portfolio, value $11,552,532.

    13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
    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 367,415 shares
    Change vs previous 13F +4,090 shares

    0.5% of the 13F portfolio, value $11,489,067.

    13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
    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 363,325 shares
    Change vs previous 13F +57 shares

    0.54% of the 13F portfolio, value $11,266,708.

    13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
    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 363,268 shares
    Change vs previous 13F -8,596 shares

    0.63% of the 13F portfolio, value $12,401,970.

    13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
    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 371,864 shares
    Change vs previous 13F +1,532 shares

    0.58% of the 13F portfolio, value $11,661,655.

    13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
    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 370,332 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $10,780,365.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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