PATRICK M SWEENEY & ASSOCIATES, INC: EPD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATRICK M SWEENEY & ASSOCIATES, INC on EPD, newest first. How the timeline and the estimate are built.

PATRICK M SWEENEY & ASSOCIATES, INC held 12,660 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 12,660 shares
Change vs previous 13F +308 shares
0.27% of the 13F portfolio, value $465,398.
13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 12,352 shares
Change vs previous 13F +154 shares
0.3% of the 13F portfolio, value $467,397.
13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 12,198 shares
Change vs previous 13F +220 shares
0.24% of the 13F portfolio, value $391,055.
13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 11,978 shares
Change vs previous 13F +334 shares
0.24% of the 13F portfolio, value $374,545.
13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 11,644 shares
Change vs previous 13F +303 shares
0.25% of the 13F portfolio, value $366,912.
13F-HR 0002010453-25-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 11,341 shares
Change vs previous 13F +378 shares
0.29% of the 13F portfolio, value $387,186.
13F-HR 0002010453-25-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 10,963 shares
Change vs previous 13F +4 shares
0.26% of the 13F portfolio, value $343,792.
13F-HR 0002010453-25-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 10,959 shares
Change vs previous 13F not available
0.23% of the 13F portfolio, value $319,024.
13F-HR 0002010453-24-000005 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).