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SATOVSKY ASSET MANAGEMENT LLC: EPD position timeline

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

SATOVSKY ASSET MANAGEMENT LLC held 8,458 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,458 shares
    Change vs previous 13F +120 shares

    0.05% of the 13F portfolio, value $310,903.

    13F-HR 0001214659-26-010046 filed by SATOVSKY ASSET MANAGEMENT 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 8,338 shares
    Change vs previous 13F +127 shares

    0.06% of the 13F portfolio, value $315,494.

    13F-HR 0001214659-26-006186 filed by SATOVSKY ASSET MANAGEMENT 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 8,211 shares
    Change vs previous 13F +138 shares

    0.05% of the 13F portfolio, value $263,250.

    13F-HR 0001214659-26-001692 filed by SATOVSKY ASSET MANAGEMENT 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 8,073 shares
    Change vs previous 13F +137 shares

    0.05% of the 13F portfolio, value $252,446.

    13F-HR 0001214659-25-016556 filed by SATOVSKY ASSET MANAGEMENT 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 7,936 shares
    Change vs previous 13F +131 shares

    0.05% of the 13F portfolio, value $246,102.

    13F-HR 0001214659-25-011960 filed by SATOVSKY ASSET MANAGEMENT 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 7,805 shares
    Change vs previous 13F +124 shares

    0.06% of the 13F portfolio, value $266,463.

    13F-HR 0001214659-25-006748 filed by SATOVSKY ASSET MANAGEMENT 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 7,681 shares
    Change vs previous 13F +127 shares

    0.06% of the 13F portfolio, value $240,872.

    13F-HR 0001214659-25-001698 filed by SATOVSKY ASSET MANAGEMENT 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 7,554 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $219,889.

    13F-HR 0001214659-24-017670 filed by SATOVSKY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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