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Steward Partners Investment Advisory, LLC: EPD position timeline

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

Steward Partners Investment Advisory, LLC held 305,908 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 305,908 shares
    Change vs previous 13F +2,879 shares

    0.06% of the 13F portfolio, value $11,245,194.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 303,029 shares
    Change vs previous 13F +19,123 shares

    0.06% of the 13F portfolio, value $11,466,622.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 283,906 shares
    Change vs previous 13F +29,911 shares

    0.05% of the 13F portfolio, value $9,102,031.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 253,995 shares
    Change vs previous 13F -92,527 shares

    0.05% of the 13F portfolio, value $7,942,419.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 346,522 shares
    Change vs previous 13F +14,503 shares

    0.08% of the 13F portfolio, value $10,745,634.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 332,019 shares
    Change vs previous 13F +21,887 shares

    0.1% of the 13F portfolio, value $11,335,136.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 310,132 shares
    Change vs previous 13F +21,192 shares

    0.09% of the 13F portfolio, value $9,725,745.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 288,940 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,411,032.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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