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ROTHSCHILD INVESTMENT LLC: EPD position timeline

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

ROTHSCHILD INVESTMENT LLC held 178,856 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,856 shares
    Change vs previous 13F +18,400 shares

    0.25% of the 13F portfolio, value $6,574,747.

    13F-HR 0001104659-26-091729 filed by ROTHSCHILD INVESTMENT 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 160,456 shares
    Change vs previous 13F -52,546 shares

    0.32% of the 13F portfolio, value $6,071,655.

    13F-HR 0001104659-26-056790 filed by ROTHSCHILD INVESTMENT 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 213,002 shares
    Change vs previous 13F -5,300 shares

    0.38% of the 13F portfolio, value $6,828,844.

    13F-HR 0001104659-26-012215 filed by ROTHSCHILD INVESTMENT 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 218,302 shares
    Change vs previous 13F -150 shares

    0.39% of the 13F portfolio, value $6,826,304.

    13F-HR 0001104659-25-108271 filed by ROTHSCHILD INVESTMENT 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 218,452 shares
    Change vs previous 13F -6,100 shares

    0.42% of the 13F portfolio, value $6,774,197.

    13F-HR 0001104659-25-075985 filed by ROTHSCHILD INVESTMENT 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 224,552 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $7,666,205.

    13F-HR 0001104659-25-032914 filed by ROTHSCHILD INVESTMENT 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 224,552 shares
    Change vs previous 13F +56 shares

    0.46% of the 13F portfolio, value $7,041,951.

    13F-HR 0001104659-25-008960 filed by ROTHSCHILD INVESTMENT 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 224,496 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $6,535,079.

    13F-HR 0001104659-24-109742 filed by ROTHSCHILD INVESTMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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