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Disclosery

Obermeyer Wealth Partners: EPD position timeline

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

Obermeyer Wealth Partners held 46,716 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,716 shares
    Change vs previous 13F +1,444 shares

    0.07% of the 13F portfolio, value $1,717,280.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 45,272 shares
    Change vs previous 13F +2,500 shares

    0.08% of the 13F portfolio, value $1,713,092.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 42,772 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,371,270.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 42,772 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,337,480.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 42,772 shares
    Change vs previous 13F -22,881 shares

    0.07% of the 13F portfolio, value $1,326,360.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 65,653 shares
    Change vs previous 13F +15,119 shares

    0.12% of the 13F portfolio, value $2,241,393.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 50,534 shares
    Change vs previous 13F -4,761 shares

    0.08% of the 13F portfolio, value $1,584,746.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    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 55,295 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,609,637.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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