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HoyleCohen, LLC: EPD position timeline

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

HoyleCohen, LLC held 366,469 EPD shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 366,469 shares
    Change vs previous 13F -7,376 shares

    0.8% of the 13F portfolio, value $10,620,267.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 373,845 shares
    Change vs previous 13F -2,975 shares

    0.83% of the 13F portfolio, value $10,908,805.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 376,820 shares
    Change vs previous 13F -550 shares

    0.81% of the 13F portfolio, value $9,929,198.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 377,370 shares
    Change vs previous 13F +4,767 shares

    0.96% of the 13F portfolio, value $10,328,606.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 372,603 shares
    Change vs previous 13F -2,676 shares

    0.87% of the 13F portfolio, value $9,818,087.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 375,279 shares
    Change vs previous 13F -5,822 shares

    0.91% of the 13F portfolio, value $9,719,715.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 381,101 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $9,192,145.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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