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Morton Capital Management LLC/CA: EPD position timeline

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

Morton Capital Management LLC/CA held 24,397 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,397 shares
    Change vs previous 13F +203 shares

    0.12% of the 13F portfolio, value $896,847.

    13F-HR 0002002628-26-000003 filed by Morton Capital Management LLC/CA
    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 24,194 shares
    Change vs previous 13F +462 shares

    0.14% of the 13F portfolio, value $915,495.

    13F-HR 0002002628-26-000002 filed by Morton Capital Management LLC/CA
    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 23,732 shares
    Change vs previous 13F +381 shares

    0.12% of the 13F portfolio, value $760,834.

    13F-HR 0002002628-26-000001 filed by Morton Capital Management LLC/CA
    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 23,351 shares
    Change vs previous 13F -7,224 shares

    0.12% of the 13F portfolio, value $730,171.

    13F-HR 0002002628-25-000002 filed by Morton Capital Management LLC/CA
    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 30,575 shares
    Change vs previous 13F +7,679 shares

    0.17% of the 13F portfolio, value $948,145.

    13F-HR 0001085146-25-004101 filed by Morton Capital Management LLC/CA
    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 22,896 shares
    Change vs previous 13F +210 shares

    0.15% of the 13F portfolio, value $781,672.

    13F-HR 0001085146-25-002174 filed by Morton Capital Management LLC/CA
    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 22,686 shares
    Change vs previous 13F +216 shares

    0.13% of the 13F portfolio, value $711,421.

    13F-HR 0001085146-25-000223 filed by Morton Capital Management LLC/CA
    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 22,470 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $654,105.

    13F-HR 0001085146-24-004712 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

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