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Disclosery

Summit Financial, LLC: EPD position timeline

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

Summit Financial, LLC held 146,040 EPD 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 146,040 shares
    Change vs previous 13F -2,131 shares

    0.06% of the 13F portfolio, value $5,368,442.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 148,171 shares
    Change vs previous 13F -5,004 shares

    0.07% of the 13F portfolio, value $5,606,796.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 153,175 shares
    Change vs previous 13F +4,491 shares

    0.07% of the 13F portfolio, value $4,910,798.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 148,684 shares
    Change vs previous 13F +4,076 shares

    0.07% of the 13F portfolio, value $4,649,341.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 144,608 shares
    Change vs previous 13F +1,694 shares

    0.1% of the 13F portfolio, value $4,484,308.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 142,914 shares
    Change vs previous 13F +514 shares

    0.14% of the 13F portfolio, value $4,879,098.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 142,400 shares
    Change vs previous 13F +110,768 shares

    0.16% of the 13F portfolio, value $4,465,652.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 31,632 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $920,801.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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