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Schear Investment Advisers, LLC: EPD position timeline

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

Schear Investment Advisers, LLC held 15,311 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,311 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $562,832.

    13F-HR 0001962838-26-000003 filed by Schear Investment Advisers, 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 15,311 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $579,368.

    13F-HR 0001962838-26-000002 filed by Schear Investment Advisers, 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 15,311 shares
    Change vs previous 13F +1,560 shares

    0.21% of the 13F portfolio, value $490,871.

    13F-HR 0001962838-26-000001 filed by Schear Investment Advisers, 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 13,751 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $429,994.

    13F-HR 0002085853-25-000121 filed by Schear Investment Advisers, 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 13,751 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $426,419.

    13F-HR 0001667731-25-001130 filed by Schear Investment Advisers, 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 13,751 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $469,459.

    13F-HR 0001667731-25-000568 filed by Schear Investment Advisers, 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 13,751 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $431,231.

    13F-HR 0001667731-25-000157 filed by Schear Investment Advisers, 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 13,751 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $400,292.

    13F-HR 0001962838-24-000004 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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