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Independent Advisor Alliance: EPD position timeline

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

Independent Advisor Alliance held 176,115 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,115 shares
    Change vs previous 13F +3,537 shares

    0.15% of the 13F portfolio, value $6,473,978.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 172,578 shares
    Change vs previous 13F -16,080 shares

    0.07% of the 13F portfolio, value $6,530,344.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 188,658 shares
    Change vs previous 13F +55,729 shares

    0.15% of the 13F portfolio, value $6,048,377.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 132,929 shares
    Change vs previous 13F -1,458 shares

    0.11% of the 13F portfolio, value $4,156,689.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 134,387 shares
    Change vs previous 13F -1,479 shares

    0.12% of the 13F portfolio, value $4,167,353.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 135,866 shares
    Change vs previous 13F -2,298 shares

    0.15% of the 13F portfolio, value $4,638,455.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 138,164 shares
    Change vs previous 13F +7,224 shares

    0.06% of the 13F portfolio, value $4,332,838.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 130,940 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,811,668.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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