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KDK Private Wealth Management, LLC: EPD position timeline

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

KDK Private Wealth Management, LLC held 776,304 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 776,304 shares
    Change vs previous 13F -3,353 shares

    23.67% of the 13F portfolio, value $28,536,919.

    13F-HR 0002085853-26-000993 filed by KDK Private Wealth Management, 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 779,657 shares
    Change vs previous 13F +7,147 shares

    26.99% of the 13F portfolio, value $29,502,221.

    13F-HR 0002085853-26-000536 filed by KDK Private Wealth Management, 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/A 772,510 shares
    Change vs previous 13F +533 shares

    21.62% of the 13F portfolio, value $24,766,657.

    13F-HR/A 0002085853-26-000256 filed by KDK Private Wealth Management, 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 771,977 shares
    Change vs previous 13F +2,172 shares

    24.47% of the 13F portfolio, value $24,139,723.

    13F-HR 0002085853-25-000271 filed by KDK Private Wealth Management, 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 769,805 shares
    Change vs previous 13F +43,260 shares

    25.49% of the 13F portfolio, value $23,871,654.

    13F-HR 0001667731-25-001109 filed by KDK Private Wealth Management, 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 726,545 shares
    Change vs previous 13F +14,397 shares

    28.26% of the 13F portfolio, value $24,804,249.

    13F-HR 0001667731-25-000598 filed by KDK Private Wealth Management, 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 712,148 shares
    Change vs previous 13F not available

    23.18% of the 13F portfolio, value $22,332,963.

    13F-HR 0001667731-25-000253 filed by KDK Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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