Skip to content

NewEdge Advisors, LLC: EPD position timeline

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

NewEdge Advisors, LLC held 414,550 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 414,550 shares
    Change vs previous 13F +17,762 shares

    0.05% of the 13F portfolio, value $15,238,902.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 396,788 shares
    Change vs previous 13F +18,663 shares

    0.05% of the 13F portfolio, value $15,014,423.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 378,125 shares
    Change vs previous 13F -24,815 shares

    0.04% of the 13F portfolio, value $12,122,698.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 402,940 shares
    Change vs previous 13F +3,599 shares

    0.06% of the 13F portfolio, value $12,599,926.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 399,341 shares
    Change vs previous 13F +126,115 shares

    0.06% of the 13F portfolio, value $12,383,571.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 273,226 shares
    Change vs previous 13F -18,593 shares

    0.06% of the 13F portfolio, value $9,327,933.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 291,819 shares
    Change vs previous 13F +8,132 shares

    0.05% of the 13F portfolio, value $9,151,429.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 283,687 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,258,129.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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