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Recurrent Investment Advisors LLC: EPD position timeline

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

Recurrent Investment Advisors LLC held 2,031,416 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,031,416 shares
    Change vs previous 13F +355,933 shares

    4.64% of the 13F portfolio, value $74,674,852.

    13F-HR 0001420506-26-001686 filed by Recurrent Investment Advisors 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 1,675,483 shares
    Change vs previous 13F -25,167 shares

    3.82% of the 13F portfolio, value $63,400,275.

    13F-HR 0001420506-26-001065 filed by Recurrent Investment Advisors 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 1,700,650 shares
    Change vs previous 13F -36,922 shares

    4.03% of the 13F portfolio, value $54,522,839.

    13F-HR 0001420506-26-000354 filed by Recurrent Investment Advisors 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 1,737,572 shares
    Change vs previous 13F -2,617 shares

    4.17% of the 13F portfolio, value $54,333,876.

    13F-HR 0001420506-25-003193 filed by Recurrent Investment Advisors 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 1,740,189 shares
    Change vs previous 13F +16,872 shares

    4.37% of the 13F portfolio, value $53,963,261.

    13F-HR 0001420506-25-002061 filed by Recurrent Investment Advisors 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 1,723,317 shares
    Change vs previous 13F -121,926 shares

    4.98% of the 13F portfolio, value $58,834,042.

    13F-HR 0001420506-25-001207 filed by Recurrent Investment Advisors 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 1,845,243 shares
    Change vs previous 13F +236,470 shares

    5.31% of the 13F portfolio, value $57,866,820.

    13F-HR 0001420506-25-000549 filed by Recurrent Investment Advisors 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 1,608,773 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $46,831,382.

    13F-HR 0001420506-24-002436 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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