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Disclosery

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV: EPD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV on EPD, newest first. How the timeline and the estimate are built.

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV held 43,335 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,335 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,592,995.

    13F-HR 0001004140-26-000005 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 43,335 shares
    Change vs previous 13F +100 shares

    0.47% of the 13F portfolio, value $1,639,796.

    13F-HR 0001004140-26-000003 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 43,235 shares
    Change vs previous 13F -1,432 shares

    0.38% of the 13F portfolio, value $1,386,114.

    13F-HR 0001004140-26-000001 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 44,667 shares
    Change vs previous 13F +200 shares

    0.41% of the 13F portfolio, value $1,396,737.

    13F-HR 0001004140-25-000008 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 44,467 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,378,922.

    13F-HR 0001004140-25-000006 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 44,467 shares
    Change vs previous 13F -1,374 shares

    0.56% of the 13F portfolio, value $1,518,103.

    13F-HR 0001004140-25-000003 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 45,841 shares
    Change vs previous 13F +800 shares

    0.49% of the 13F portfolio, value $1,437,574.

    13F-HR 0001004140-25-000001 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 45,041 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,311,144.

    13F-HR 0001004140-24-000006 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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