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Optimist Retirement Group LLC: EPD position timeline

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

Optimist Retirement Group LLC held 62,956 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,956 shares
    Change vs previous 13F -351 shares

    0.89% of the 13F portfolio, value $2,314,279.

    13F-HR 0002011850-26-000003 filed by Optimist Retirement Group 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 63,307 shares
    Change vs previous 13F -758 shares

    1.06% of the 13F portfolio, value $2,395,556.

    13F-HR 0002011850-26-000002 filed by Optimist Retirement Group 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 64,065 shares
    Change vs previous 13F -9 shares

    0.94% of the 13F portfolio, value $2,053,931.

    13F-HR 0002011850-26-000001 filed by Optimist Retirement Group 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 64,074 shares
    Change vs previous 13F +255 shares

    0.91% of the 13F portfolio, value $2,003,595.

    13F-HR 0002011850-25-000007 filed by Optimist Retirement Group 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 63,819 shares
    Change vs previous 13F +231 shares

    0.95% of the 13F portfolio, value $1,979,027.

    13F-HR 0002011850-25-000006 filed by Optimist Retirement Group 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 63,588 shares
    Change vs previous 13F -3,382 shares

    1.09% of the 13F portfolio, value $2,170,881.

    13F-HR 0002011850-25-000005 filed by Optimist Retirement Group 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 66,970 shares
    Change vs previous 13F -110 shares

    0.99% of the 13F portfolio, value $2,100,184.

    13F-HR 0002011850-25-000003 filed by Optimist Retirement Group 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 67,080 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,952,686.

    13F-HR 0002011850-24-000005 filed by Optimist Retirement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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