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Sargent Investment Group, LLC: EPD position timeline

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

Sargent Investment Group, LLC held 26,105 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 26,105 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $959,620.

    13F-HR 0001765380-26-000337 filed by Sargent Investment Group, 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 26,105 shares
    Change vs previous 13F +487 shares

    0.13% of the 13F portfolio, value $987,813.

    13F-HR 0001765380-26-000194 filed by Sargent Investment Group, 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 25,618 shares
    Change vs previous 13F +113 shares

    0.1% of the 13F portfolio, value $821,299.

    13F-HR 0001766157-26-000001 filed by Sargent Investment Group, 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 25,505 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $797,541.

    13F-HR 0001766157-25-000005 filed by Sargent Investment Group, 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 25,505 shares
    Change vs previous 13F +3,145 shares

    0.11% of the 13F portfolio, value $796,521.

    13F-HR 0001765380-25-000374 filed by Sargent Investment Group, 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 22,360 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $763,370.

    13F-HR 0001951757-25-000503 filed by Sargent Investment Group, 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 22,360 shares
    Change vs previous 13F +455 shares

    0.12% of the 13F portfolio, value $727,594.

    13F-HR 0001951757-25-000136 filed by Sargent Investment Group, 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 21,905 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $637,655.

    13F-HR 0001951757-24-001179 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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