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United Advisor Group, LLC: EPD position timeline

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

United Advisor Group, LLC held 69,464 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,464 shares
    Change vs previous 13F -15 shares

    0.27% of the 13F portfolio, value $2,553,484.

    13F-HR 0002004873-26-000003 filed by United Advisor 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 69,479 shares
    Change vs previous 13F +2,812 shares

    0.33% of the 13F portfolio, value $2,629,078.

    13F-HR 0002004873-26-000002 filed by United Advisor 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 66,667 shares
    Change vs previous 13F +1,698 shares

    0.27% of the 13F portfolio, value $2,137,339.

    13F-HR 0002004873-26-000001 filed by United Advisor 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 64,969 shares
    Change vs previous 13F +177 shares

    0.27% of the 13F portfolio, value $2,031,589.

    13F-HR 0002004873-25-000007 filed by United Advisor 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 64,792 shares
    Change vs previous 13F +35 shares

    0.35% of the 13F portfolio, value $2,009,193.

    13F-HR 0002004873-25-000005 filed by United Advisor 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 64,757 shares
    Change vs previous 13F +1,003 shares

    0.45% of the 13F portfolio, value $2,210,804.

    13F-HR 0002004873-25-000002 filed by United Advisor 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 63,754 shares
    Change vs previous 13F -2,801 shares

    0.4% of the 13F portfolio, value $1,999,325.

    13F-HR 0002004873-25-000001 filed by United Advisor 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 66,555 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,937,416.

    13F-HR 0002004873-24-000006 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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