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
- period ended2026-06-3013F 414,550 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 396,788 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 378,125 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 402,940 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 399,341 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 273,226 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 291,819 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 283,687 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).