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Disclosery

MAI Capital Management: EPD position timeline

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

MAI Capital Management held 668,865 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 668,865 shares
    Change vs previous 13F +38,857 shares

    0.09% of the 13F portfolio, value $24,587,497.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 630,008 shares
    Change vs previous 13F +959 shares

    0.14% of the 13F portfolio, value $23,839,490.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 629,049 shares
    Change vs previous 13F +479 shares

    0.12% of the 13F portfolio, value $20,167,327.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 628,570 shares
    Change vs previous 13F +6,409 shares

    0.12% of the 13F portfolio, value $19,655,376.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 622,161 shares
    Change vs previous 13F +6,406 shares

    0.13% of the 13F portfolio, value $19,293,219.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 615,755 shares
    Change vs previous 13F -24,320 shares

    0.16% of the 13F portfolio, value $21,021,889.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 640,075 shares
    Change vs previous 13F +28,208 shares

    0.15% of the 13F portfolio, value $20,072,756.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 611,867 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $17,811,443.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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