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Disclosery

Rothschild Wealth LLC: EPD position timeline

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

Rothschild Wealth LLC held 23,958 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,958 shares
    Change vs previous 13F -120 shares

    0.07% of the 13F portfolio, value $880,680.

    13F-HR 0001104659-26-093815 filed by Rothschild Wealth 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 24,078 shares
    Change vs previous 13F +2,329 shares

    0.08% of the 13F portfolio, value $911,095.

    13F-HR 0001104659-26-055991 filed by Rothschild Wealth 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/A 21,749 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $697,277.

    13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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