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Disclosery

Plancorp, LLC: EPD position timeline

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

Plancorp, LLC held 11,881 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,881 shares
    Change vs previous 13F +534 shares

    0.01% of the 13F portfolio, value $455,143.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 11,347 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $423,801.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 11,311 shares
    Change vs previous 13F +39 shares

    0.01% of the 13F portfolio, value $362,636.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 11,272 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $352,485.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 11,234 shares
    Change vs previous 13F +37 shares

    0.01% of the 13F portfolio, value $348,359.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 11,197 shares
    Change vs previous 13F -3,809 shares

    0.02% of the 13F portfolio, value $382,260.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 15,006 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $470,585.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 14,970 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $435,780.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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