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Intrua Financial, LLC: EPD position timeline

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

Intrua Financial, LLC held 58,515 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,515 shares
    Change vs previous 13F -2,969 shares

    0.2% of the 13F portfolio, value $2,151,008.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 61,484 shares
    Change vs previous 13F -2,763 shares

    0.25% of the 13F portfolio, value $2,326,539.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 64,247 shares
    Change vs previous 13F -8,378 shares

    0.23% of the 13F portfolio, value $2,059,765.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 72,625 shares
    Change vs previous 13F +926 shares

    0.27% of the 13F portfolio, value $2,270,988.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 71,699 shares
    Change vs previous 13F +7,661 shares

    0.32% of the 13F portfolio, value $2,223,397.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 64,038 shares
    Change vs previous 13F +271 shares

    0.34% of the 13F portfolio, value $2,186,254.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 63,767 shares
    Change vs previous 13F -23,662 shares

    0.32% of the 13F portfolio, value $1,999,740.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 87,429 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,545,058.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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