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Northern Financial Advisors Inc: EPD position timeline

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

Northern Financial Advisors Inc held 22,450 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 22,450 shares
    Change vs previous 13F -5,879 shares

    0.55% of the 13F portfolio, value $825,262.

    13F-HR 0001962457-26-000003 filed by Northern Financial Advisors Inc
    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 28,329 shares
    Change vs previous 13F +9,118 shares

    0.78% of the 13F portfolio, value $1,071,968.

    13F-HR 0001962457-26-000002 filed by Northern Financial Advisors Inc
    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 19,211 shares
    Change vs previous 13F -11,918 shares

    0.7% of the 13F portfolio, value $615,905.

    13F-HR 0001962457-26-000001 filed by Northern Financial Advisors Inc
    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 31,129 shares
    Change vs previous 13F -1,211 shares

    0.51% of the 13F portfolio, value $973,405.

    13F-HR 0001962457-25-000002 filed by Northern Financial Advisors Inc
    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 32,340 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,002,866.

    13F-HR 0001085146-25-004111 filed by Northern Financial Advisors Inc
    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 32,340 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,104,087.

    13F-HR 0001085146-25-002644 filed by Northern Financial Advisors Inc
    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 32,340 shares
    Change vs previous 13F -1,584 shares

    0.81% of the 13F portfolio, value $1,014,179.

    13F-HR 0001085146-25-000621 filed by Northern Financial Advisors Inc
    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 33,924 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $987,528.

    13F-HR 0001085146-24-005214 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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