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Maia Wealth LLC: EPD position timeline

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

Maia Wealth LLC held 20,647 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,647 shares
    Change vs previous 13F -651 shares

    0.11% of the 13F portfolio, value $758,974.

    13F-HR 0002010858-26-000005 filed by Maia Wealth 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 21,298 shares
    Change vs previous 13F -1,642 shares

    0.14% of the 13F portfolio, value $805,902.

    13F-HR 0002010858-26-000004 filed by Maia Wealth 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 22,940 shares
    Change vs previous 13F +12,153 shares

    0.14% of the 13F portfolio, value $812,522.

    13F-HR 0002010858-26-000001 filed by Maia Wealth 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 10,787 shares
    Change vs previous 13F -2,041 shares

    0.06% of the 13F portfolio, value $337,403.

    13F-HR 0002010858-25-000006 filed by Maia Wealth 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 12,828 shares
    Change vs previous 13F +3,324 shares

    0.08% of the 13F portfolio, value $397,796.

    13F-HR 0002010858-25-000004 filed by Maia Wealth 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 9,504 shares
    Change vs previous 13F -878 shares

    0.07% of the 13F portfolio, value $288,175.

    13F-HR 0002010858-25-000003 filed by Maia Wealth 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 10,382 shares
    Change vs previous 13F +2,642 shares

    0.07% of the 13F portfolio, value $347,290.

    13F-HR 0002010858-25-000001 filed by Maia Wealth 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 7,740 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $224,705.

    13F-HR 0002010858-24-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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