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Legacy Advisory Services, LLC: EPD position timeline

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

Legacy Advisory Services, LLC held 7,897 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,897 shares
    Change vs previous 13F -764 shares

    0.2% of the 13F portfolio, value $290,294.

    13F-HR 0001172661-26-002710 filed by Legacy Advisory Services, 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 8,661 shares
    Change vs previous 13F +783 shares

    0.25% of the 13F portfolio, value $327,732.

    13F-HR 0001172661-26-001694 filed by Legacy Advisory Services, 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 7,878 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $252,569.

    13F-HR 0001172661-26-000299 filed by Legacy Advisory Services, 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 7,878 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $246,345.

    13F-HR 0001172661-25-004508 filed by Legacy Advisory Services, 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 7,878 shares
    Change vs previous 13F -726 shares

    0.19% of the 13F portfolio, value $244,297.

    13F-HR 0001172661-25-003440 filed by Legacy Advisory Services, 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 8,604 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $293,741.

    13F-HR 0001172661-25-002415 filed by Legacy Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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