Skip to content
Disclosery

NewEdge Wealth, LLC: EPD position timeline

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

NewEdge Wealth, LLC held 56,138 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,138 shares
    Change vs previous 13F +16,530 shares

    0.02% of the 13F portfolio, value $2,063,633.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 39,608 shares
    Change vs previous 13F -3,689 shares

    0.02% of the 13F portfolio, value $1,498,767.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 43,297 shares
    Change vs previous 13F +3,689 shares

    0.02% of the 13F portfolio, value $1,388,102.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 39,608 shares
    Change vs previous 13F -200 shares

    0.02% of the 13F portfolio, value $1,214,777.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 39,808 shares
    Change vs previous 13F +3,788 shares

    0.02% of the 13F portfolio, value $1,241,612.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 36,020 shares
    Change vs previous 13F +20,264 shares

    0.02% of the 13F portfolio, value $1,229,723.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 15,756 shares
    Change vs previous 13F +3,200 shares

    0.01% of the 13F portfolio, value $494,108.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 12,556 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $365,505.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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