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OPTIMUM INVESTMENT ADVISORS: EPD position timeline

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

OPTIMUM INVESTMENT ADVISORS held 34,846 EPD shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 34,846 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,089,649.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 34,846 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,080,589.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 34,846 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,189,659.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 34,846 shares
    Change vs previous 13F -1,200 shares

    0.48% of the 13F portfolio, value $1,092,786.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 36,046 shares
    Change vs previous 13F -3,075 shares

    0.45% of the 13F portfolio, value $1,049,313.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 39,121 shares
    Change vs previous 13F -2,683 shares

    0.51% of the 13F portfolio, value $1,133,740.

    13F-HR 0001580642-24-003677 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 41,804 shares
    Change vs previous 13F -492 shares

    0.56% of the 13F portfolio, value $1,219,839.

    13F-HR 0001580642-24-002122 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 42,296 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,114,496.

    13F-HR 0001580642-24-000123 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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