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SAGE ADVISORS, LLC: EPD position timeline

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

SAGE ADVISORS, LLC held 17,583 EPD shares at 2025-12-31 per its 13F-HR filed 2026-01-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 17,583 shares
    Change vs previous 13F -5,883 shares

    0.37% of the 13F portfolio, value $563,702.

    13F-HR 0002085853-26-000031 filed by SAGE 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 ended2025-09-30
    13F 23,466 shares
    Change vs previous 13F -167,045 shares

    0.53% of the 13F portfolio, value $733,791.

    13F-HR 0002085853-25-000130 filed by SAGE 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 ended2025-06-30
    13F 190,511 shares
    Change vs previous 13F +308 shares

    4.22% of the 13F portfolio, value $5,907,760.

    13F-HR 0001667731-25-000989 filed by SAGE 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 ended2025-03-31
    13F 190,203 shares
    Change vs previous 13F +3,973 shares

    4.57% of the 13F portfolio, value $6,493,541.

    13F-HR 0001667731-25-000532 filed by SAGE 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 ended2024-12-31
    13F 186,230 shares
    Change vs previous 13F +3,553 shares

    4.36% of the 13F portfolio, value $5,840,186.

    13F-HR 0001667731-25-000175 filed by SAGE 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 ended2024-09-30
    13F 182,677 shares
    Change vs previous 13F +177 shares

    4.19% of the 13F portfolio, value $5,317,720.

    13F-HR 0002032121-24-000004 filed by SAGE 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 ended2024-06-30
    13F 182,500 shares
    Change vs previous 13F +65 shares

    4.3% of the 13F portfolio, value $5,288,847.

    13F-HR 0002032121-24-000003 filed by SAGE 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 ended2024-03-31
    13F 182,435 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $5,323,452.

    13F-HR 0002032121-24-000002 filed by SAGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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