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Disclosery

ProVise Management Group, LLC: EPD position timeline

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

ProVise Management Group, LLC held 113,728 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 113,728 shares
    Change vs previous 13F -179 shares

    0.28% of the 13F portfolio, value $4,180,641.

    13F-HR 0001305707-26-000004 filed by ProVise Management Group, 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 113,907 shares
    Change vs previous 13F -1,801 shares

    0.31% of the 13F portfolio, value $4,310,241.

    13F-HR 0001305707-26-000002 filed by ProVise Management Group, 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 115,708 shares
    Change vs previous 13F +345 shares

    0.26% of the 13F portfolio, value $3,709,598.

    13F-HR 0001305707-26-000001 filed by ProVise Management Group, 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 115,363 shares
    Change vs previous 13F -1,800 shares

    0.27% of the 13F portfolio, value $3,607,401.

    13F-HR 0001305707-25-000003 filed by ProVise Management Group, 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 117,163 shares
    Change vs previous 13F -1,750 shares

    0.29% of the 13F portfolio, value $3,633,225.

    13F-HR 0001085146-25-004747 filed by ProVise Management Group, 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 118,913 shares
    Change vs previous 13F -15,935 shares

    0.34% of the 13F portfolio, value $4,059,690.

    13F-HR 0001085146-25-002835 filed by ProVise Management Group, 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 134,848 shares
    Change vs previous 13F -10,472 shares

    0.36% of the 13F portfolio, value $4,228,820.

    13F-HR 0001085146-25-000966 filed by ProVise Management Group, 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 145,320 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,230,265.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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