Skip to content
Disclosery

Private Wealth Partners, LLC: EPD position timeline

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

Private Wealth Partners, LLC held 119,100 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 119,100 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $4,378,116.

    13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 119,100 shares
    Change vs previous 13F +1,800 shares

    0.35% of the 13F portfolio, value $4,506,744.

    13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 117,300 shares
    Change vs previous 13F +11,150 shares

    0.27% of the 13F portfolio, value $3,760,638.

    13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 106,150 shares
    Change vs previous 13F +16,550 shares

    0.24% of the 13F portfolio, value $3,319,311.

    13F-HR 0001335851-25-000004 filed by Private Wealth Partners, 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 89,600 shares
    Change vs previous 13F +20,100 shares

    0.22% of the 13F portfolio, value $2,778,496.

    13F-HR 0001085146-25-004438 filed by Private Wealth Partners, 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 69,500 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,372,730.

    13F-HR 0001085146-25-002217 filed by Private Wealth Partners, 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 69,500 shares
    Change vs previous 13F +49,000 shares

    0.17% of the 13F portfolio, value $2,179,520.

    13F-HR 0001085146-25-000680 filed by Private Wealth Partners, 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 20,500 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $596,755.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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