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Disclosery

Olistico Wealth, LLC: EPD position timeline

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

Olistico Wealth, LLC held 27,442 EPD shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,442 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $977,210.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,442 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,008,768.

    13F-HR 0001962695-26-000003 filed by Olistico 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 ended2026-03-31
    13F 27,442 shares
    Change vs previous 13F -6,110 shares

    0.51% of the 13F portfolio, value $1,038,405.

    13F-HR 0001962695-26-000002 filed by Olistico 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 ended2025-12-31
    13F 33,552 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,075,677.

    13F-HR 0001962695-26-000001 filed by Olistico 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 ended2025-09-30
    13F 33,552 shares
    Change vs previous 13F -82 shares

    0.55% of the 13F portfolio, value $1,049,171.

    13F-HR 0001962695-25-000005 filed by Olistico 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 ended2025-06-30
    13F 33,634 shares
    Change vs previous 13F +4,842 shares

    0.58% of the 13F portfolio, value $1,042,990.

    13F-HR 0001962695-25-000003 filed by Olistico 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 ended2025-03-31
    13F 28,792 shares
    Change vs previous 13F +4,550 shares

    0.61% of the 13F portfolio, value $982,959.

    13F-HR 0001965653-25-000005 filed by Olistico 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 ended2024-12-31
    13F 24,242 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $760,229.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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