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OAK FAMILY ADVISORS, LLC: EPD position timeline

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

OAK FAMILY ADVISORS, LLC held 195,730 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,730 shares
    Change vs previous 13F -1,136 shares

    2.08% of the 13F portfolio, value $7,195,022.

    13F-HR 0001846161-26-000003 filed by OAK FAMILY 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 196,866 shares
    Change vs previous 13F -135 shares

    2.3% of the 13F portfolio, value $7,449,417.

    13F-HR 0001846161-26-000002 filed by OAK FAMILY 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 197,001 shares
    Change vs previous 13F +5,104 shares

    1.93% of the 13F portfolio, value $6,315,841.

    13F-HR 0001846161-26-000001 filed by OAK FAMILY 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 191,897 shares
    Change vs previous 13F +747 shares

    1.95% of the 13F portfolio, value $6,000,625.

    13F-HR 0001846161-25-000005 filed by OAK FAMILY 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 191,150 shares
    Change vs previous 13F -1,281 shares

    2.14% of the 13F portfolio, value $5,927,570.

    13F-HR 0001846161-25-000004 filed by OAK FAMILY 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 192,431 shares
    Change vs previous 13F -156 shares

    2.73% of the 13F portfolio, value $6,569,597.

    13F-HR 0001846161-25-000002 filed by OAK FAMILY 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 192,587 shares
    Change vs previous 13F +1,403 shares

    2.36% of the 13F portfolio, value $6,039,515.

    13F-HR 0001846161-25-000001 filed by OAK FAMILY 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 191,184 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $5,565,354.

    13F-HR 0001846161-24-000006 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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