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INVESTMENT MANAGEMENT ASSOCIATES INC /ADV: EPD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTMENT MANAGEMENT ASSOCIATES INC /ADV on EPD, newest first. How the timeline and the estimate are built.

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV held 524,941 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 524,941 shares
    Change vs previous 13F -14,076 shares

    4.9% of the 13F portfolio, value $19,296,832.

    13F-HR 0000052024-26-000004 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 539,017 shares
    Change vs previous 13F +8,693 shares

    5.53% of the 13F portfolio, value $20,396,416.

    13F-HR 0000052024-26-000002 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 530,324 shares
    Change vs previous 13F -5,120 shares

    4.75% of the 13F portfolio, value $17,002,192.

    13F-HR 0000052024-26-000001 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 535,444 shares
    Change vs previous 13F +1,039 shares

    4.98% of the 13F portfolio, value $16,743,340.

    13F-HR 0000052024-25-000006 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 534,405 shares
    Change vs previous 13F +4,298 shares

    5.59% of the 13F portfolio, value $16,571,903.

    13F-HR 0000052024-25-000003 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 530,107 shares
    Change vs previous 13F -8,717 shares

    7.4% of the 13F portfolio, value $18,097,850.

    13F-HR 0000052024-25-000002 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 538,824 shares
    Change vs previous 13F -7,590 shares

    7.38% of the 13F portfolio, value $16,897,513.

    13F-HR 0000052024-25-000001 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    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 546,414 shares
    Change vs previous 13F not available

    6.28% of the 13F portfolio, value $15,906,102.

    13F-HR 0000052024-24-000005 filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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