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PBMares Wealth Management LLC: EPD position timeline

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

PBMares Wealth Management LLC held 34,020 EPD shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 34,020 shares
    Change vs previous 13F +22,010 shares

    0.17% of the 13F portfolio, value $1,063,805.

    13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
    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 12,010 shares
    Change vs previous 13F -5,500 shares

    0.07% of the 13F portfolio, value $372,430.

    13F-HR 0001801682-25-000004 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 17,510 shares
    Change vs previous 13F -2,503 shares

    0.12% of the 13F portfolio, value $597,791.

    13F-HR 0001801682-25-000003 filed by PBMares Wealth Management LLC
    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 20,013 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $627,608.

    13F-HR 0001801682-25-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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