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Disclosery

Smartleaf Asset Management LLC: EPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smartleaf Asset Management LLC on EPI, newest first. How the timeline and the estimate are built.

Smartleaf Asset Management LLC held 23,977 EPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,977 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,022,140.

    13F-HR 0002010393-26-000004 filed by Smartleaf 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 23,977 shares
    Change vs previous 13F +1,331 shares

    0.03% of the 13F portfolio, value $949,249.

    13F-HR 0002010393-26-000003 filed by Smartleaf 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 22,646 shares
    Change vs previous 13F +1,037 shares

    0.04% of the 13F portfolio, value $1,037,640.

    13F-HR 0002010393-26-000001 filed by Smartleaf 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 21,609 shares
    Change vs previous 13F +1,232 shares

    0.06% of the 13F portfolio, value $954,901.

    13F-HR 0002010393-25-000007 filed by Smartleaf 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 20,377 shares
    Change vs previous 13F +147 shares

    0.09% of the 13F portfolio, value $968,315.

    13F-HR 0002010393-25-000005 filed by Smartleaf 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 20,230 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $879,600.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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