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RITHOLTZ WEALTH MANAGEMENT: EPD position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 45,378 EPD shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 45,378 shares
    Change vs previous 13F -749 shares

    0.02% of the 13F portfolio, value $1,668,100.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 46,127 shares
    Change vs previous 13F +670 shares

    0.03% of the 13F portfolio, value $1,745,440.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 45,457 shares
    Change vs previous 13F +987 shares

    0.03% of the 13F portfolio, value $1,457,346.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 44,470 shares
    Change vs previous 13F -114 shares

    0.03% of the 13F portfolio, value $1,390,572.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 44,584 shares
    Change vs previous 13F +1,470 shares

    0.03% of the 13F portfolio, value $1,382,545.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 43,114 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,471,923.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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