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Disclosery

Plan Group Financial, LLC: EPD position timeline

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

Plan Group Financial, LLC held 40,643 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,643 shares
    Change vs previous 13F -7,494 shares

    0.31% of the 13F portfolio, value $1,494,026.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 48,137 shares
    Change vs previous 13F +13,988 shares

    0.43% of the 13F portfolio, value $1,821,500.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 34,149 shares
    Change vs previous 13F -11,455 shares

    0.28% of the 13F portfolio, value $1,094,831.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 45,604 shares
    Change vs previous 13F +765 shares

    0.38% of the 13F portfolio, value $1,426,048.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 44,839 shares
    Change vs previous 13F -6,135 shares

    0.46% of the 13F portfolio, value $1,390,467.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 50,974 shares
    Change vs previous 13F +14,485 shares

    0.62% of the 13F portfolio, value $1,740,237.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 36,489 shares
    Change vs previous 13F +4,811 shares

    0.6% of the 13F portfolio, value $1,144,304.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, 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 31,678 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $922,159.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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