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SHEETS SMITH WEALTH MANAGEMENT: EPD position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 199,527 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,527 shares
    Change vs previous 13F -2,500 shares

    0.73% of the 13F portfolio, value $7,334,613.

    13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 202,027 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $7,644,702.

    13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 202,027 shares
    Change vs previous 13F -6,000 shares

    0.71% of the 13F portfolio, value $6,476,986.

    13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 208,027 shares
    Change vs previous 13F -11,763 shares

    0.74% of the 13F portfolio, value $6,505,004.

    13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 219,790 shares
    Change vs previous 13F -1,000 shares

    0.8% of the 13F portfolio, value $6,815,688.

    13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 220,790 shares
    Change vs previous 13F -11,300 shares

    0.94% of the 13F portfolio, value $7,537,771.

    13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 232,090 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $7,278,342.

    13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 232,090 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $6,756,140.

    13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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