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Sound View Wealth Advisors Group, LLC: EPD position timeline

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

Sound View Wealth Advisors Group, LLC held 241,788 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 241,788 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $8,888,140.

    13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors 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 241,788 shares
    Change vs previous 13F -1,324 shares

    0.62% of the 13F portfolio, value $9,149,258.

    13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors 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 243,112 shares
    Change vs previous 13F -2,832 shares

    0.52% of the 13F portfolio, value $7,794,172.

    13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors 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 245,944 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $7,690,670.

    13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors 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 245,944 shares
    Change vs previous 13F -1,900 shares

    0.56% of the 13F portfolio, value $7,626,725.

    13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors 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 247,844 shares
    Change vs previous 13F -4,318 shares

    0.69% of the 13F portfolio, value $8,461,396.

    13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors 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 252,162 shares
    Change vs previous 13F +1,900 shares

    0.64% of the 13F portfolio, value $7,907,800.

    13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors 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 250,262 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $7,285,127.

    13F-HR 0001765380-24-000421 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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