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Rollins Financial Advisors, LLC: EPD position timeline

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

Rollins Financial Advisors, LLC held 119,433 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,433 shares
    Change vs previous 13F +6,392 shares

    0.58% of the 13F portfolio, value $4,390,351.

    13F-HR 0001765380-26-000270 filed by Rollins Financial 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 113,041 shares
    Change vs previous 13F -6,284 shares

    0.68% of the 13F portfolio, value $4,277,463.

    13F-HR 0001765380-26-000159 filed by Rollins Financial 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 119,325 shares
    Change vs previous 13F -15,165 shares

    0.56% of the 13F portfolio, value $3,825,562.

    13F-HR 0001884018-26-000001 filed by Rollins Financial 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 134,490 shares
    Change vs previous 13F -8,979 shares

    0.64% of the 13F portfolio, value $4,205,493.

    13F-HR 0001765380-25-000462 filed by Rollins Financial 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 143,469 shares
    Change vs previous 13F -2,912 shares

    0.71% of the 13F portfolio, value $4,448,988.

    13F-HR 0001765380-25-000307 filed by Rollins Financial 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/A 146,381 shares
    Change vs previous 13F +9,471 shares

    0.87% of the 13F portfolio, value $4,997,439.

    13F-HR/A 0001765380-25-000236 filed by Rollins Financial 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 136,910 shares
    Change vs previous 13F +29,737 shares

    0.67% of the 13F portfolio, value $4,293,504.

    13F-HR 0001765380-25-000096 filed by Rollins Financial 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 107,173 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,119,814.

    13F-HR 0001765380-24-000448 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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