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Pathway Financial Advisers, LLC: EPD position timeline

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

Pathway Financial Advisers, LLC held 296,891 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 296,891 shares
    Change vs previous 13F +3,002 shares

    2.75% of the 13F portfolio, value $10,913,700.

    13F-HR 0002024152-26-000003 filed by Pathway Financial Advisers, 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 293,889 shares
    Change vs previous 13F +4,095 shares

    3.14% of the 13F portfolio, value $11,120,772.

    13F-HR 0002024152-26-000002 filed by Pathway Financial Advisers, 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 289,794 shares
    Change vs previous 13F +2,638 shares

    2.69% of the 13F portfolio, value $9,290,805.

    13F-HR 0002024152-26-000001 filed by Pathway Financial Advisers, 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 287,156 shares
    Change vs previous 13F +6,562 shares

    2.62% of the 13F portfolio, value $8,973,313.

    13F-HR 0002024152-25-000006 filed by Pathway Financial Advisers, 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 280,594 shares
    Change vs previous 13F +5,670 shares

    2.82% of the 13F portfolio, value $8,701,218.

    13F-HR 0002024152-25-000003 filed by Pathway Financial Advisers, 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 274,924 shares
    Change vs previous 13F +4,858 shares

    3.22% of the 13F portfolio, value $9,385,919.

    13F-HR 0002024152-25-000002 filed by Pathway Financial Advisers, 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 270,066 shares
    Change vs previous 13F -7,485,940 shares

    2.84% of the 13F portfolio, value $8,469,243.

    13F-HR 0002024152-25-000001 filed by Pathway Financial Advisers, 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/A 7,756,006 shares
    Change vs previous 13F not available

    13F-HR/A 0002024152-24-000009 filed by Pathway Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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