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
- period ended2026-06-3013F 11,169 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,202 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,200 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,998 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,160 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,160 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,160 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).