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OneDigital Investment Advisors LLC: EPD position timeline

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

OneDigital Investment Advisors LLC held 45,480 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,480 shares
    Change vs previous 13F +1,200 shares

    0.01% of the 13F portfolio, value $1,671,831.

    13F-HR 0001690370-26-000005 filed by OneDigital Investment 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 44,280 shares
    Change vs previous 13F -790 shares

    0.02% of the 13F portfolio, value $1,675,572.

    13F-HR 0001690370-26-000004 filed by OneDigital Investment 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 45,070 shares
    Change vs previous 13F +1,328 shares

    0.01% of the 13F portfolio, value $1,444,942.

    13F-HR 0001690370-26-000003 filed by OneDigital Investment 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 43,742 shares
    Change vs previous 13F +88 shares

    0.01% of the 13F portfolio, value $1,367,828.

    13F-HR 0001690370-25-000007 filed by OneDigital Investment 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 43,654 shares
    Change vs previous 13F +1,740 shares

    0.02% of the 13F portfolio, value $1,353,710.

    13F-HR 0001690370-25-000005 filed by OneDigital Investment 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 41,914 shares
    Change vs previous 13F -11,657 shares

    0.02% of the 13F portfolio, value $1,430,943.

    13F-HR 0001690370-25-000004 filed by OneDigital Investment 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 53,571 shares
    Change vs previous 13F -1,222 shares

    0.02% of the 13F portfolio, value $1,679,997.

    13F-HR 0001690370-25-000001 filed by OneDigital Investment 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 54,793 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,595,033.

    13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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