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
- period ended2026-06-3013F 7,897 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,661 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,878 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,878 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,878 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,604 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).