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Disclosery

NWAM LLC: EPD position timeline

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

NWAM LLC held 21,402 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 21,402 shares
    Change vs previous 13F +2,799 shares

    0.04% of the 13F portfolio, value $786,742.

    13F-HR 0001655006-26-000005 filed by NWAM 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 18,603 shares
    Change vs previous 13F -4,916 shares

    0.04% of the 13F portfolio, value $703,945.

    13F-HR 0001655006-26-000004 filed by NWAM 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 23,519 shares
    Change vs previous 13F +223 shares

    0.04% of the 13F portfolio, value $776,330.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 23,296 shares
    Change vs previous 13F +220 shares

    0.04% of the 13F portfolio, value $715,078.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 23,076 shares
    Change vs previous 13F +2,074 shares

    0.04% of the 13F portfolio, value $715,133.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 21,002 shares
    Change vs previous 13F -800 shares

    0.06% of the 13F portfolio, value $717,016.

    13F-HR 0001085146-25-002583 filed by NWAM 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 21,802 shares
    Change vs previous 13F +205 shares

    0.04% of the 13F portfolio, value $683,716.

    13F-HR 0001085146-25-000766 filed by NWAM 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 21,597 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $628,698.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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