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Disclosery

Laurel Wealth Planning LLC: EPI position timeline

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

Laurel Wealth Planning LLC held 152,372 EPI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,372 shares
    Change vs previous 13F +105 shares

    2.88% of the 13F portfolio, value $6,518,475.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 152,267 shares
    Change vs previous 13F +8,362 shares

    3.28% of the 13F portfolio, value $6,212,494.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 143,905 shares
    Change vs previous 13F +1,635 shares

    3.69% of the 13F portfolio, value $6,661,363.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 142,270 shares
    Change vs previous 13F -2,449 shares

    3.33% of the 13F portfolio, value $6,288,334.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 144,719 shares
    Change vs previous 13F +9,264 shares

    3.91% of the 13F portfolio, value $6,869,811.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 135,455 shares
    Change vs previous 13F +17,105 shares

    3.93% of the 13F portfolio, value $5,920,739.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning 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 118,350 shares
    Change vs previous 13F +26,654 shares

    3.46% of the 13F portfolio, value $5,358,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning 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 91,696 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $4,627,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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