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Disclosery

IEQ CAPITAL, LLC: EPD position timeline

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

IEQ CAPITAL, LLC held 44,742 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,742 shares
    Change vs previous 13F -13,011 shares

    0.01% of the 13F portfolio, value $1,644,715.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 57,753 shares
    Change vs previous 13F -6,736 shares

    0.01% of the 13F portfolio, value $2,185,371.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 64,489 shares
    Change vs previous 13F -2,232 shares

    0.01% of the 13F portfolio, value $2,067,500.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 66,721 shares
    Change vs previous 13F +1,845 shares

    0.01% of the 13F portfolio, value $2,086,344.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 64,876 shares
    Change vs previous 13F +4,210 shares

    0.01% of the 13F portfolio, value $2,011,791.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 60,666 shares
    Change vs previous 13F +16,420 shares

    0.02% of the 13F portfolio, value $2,071,139.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 44,246 shares
    Change vs previous 13F +19,667 shares

    0.01% of the 13F portfolio, value $1,387,570.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 24,579 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $715,492.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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