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Uniting Wealth Partners, LLC: EPD position timeline

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

Uniting Wealth Partners, LLC held 11,169 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,169 shares
    Change vs previous 13F -33 shares

    0.08% of the 13F portfolio, value $410,579.

    13F-HR 0001951757-26-001135 filed by Uniting Wealth Partners, 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 11,202 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $423,890.

    13F-HR 0001951757-26-000696 filed by Uniting Wealth Partners, 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 11,200 shares
    Change vs previous 13F +3,202 shares

    0.11% of the 13F portfolio, value $359,075.

    13F-HR 0001951757-26-000429 filed by Uniting Wealth Partners, 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 7,998 shares
    Change vs previous 13F -162 shares

    0.06% of the 13F portfolio, value $250,090.

    13F-HR 0001951757-25-001316 filed by Uniting Wealth Partners, 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 8,160 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $253,042.

    13F-HR 0001951757-25-001027 filed by Uniting Wealth Partners, 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 8,160 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $278,582.

    13F-HR 0001951757-25-000447 filed by Uniting Wealth Partners, 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 8,160 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $255,898.

    13F-HR 0001951757-25-000248 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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