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Valeo Financial Advisors, LLC: EPD position timeline

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

Valeo Financial Advisors, LLC held 91,511 EPD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 91,511 shares
    Change vs previous 13F -1,760 shares

    0.07% of the 13F portfolio, value $3,258,719.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 93,271 shares
    Change vs previous 13F -1,463 shares

    0.07% of the 13F portfolio, value $3,428,639.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 94,734 shares
    Change vs previous 13F +338 shares

    0.09% of the 13F portfolio, value $3,584,750.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 94,396 shares
    Change vs previous 13F +1,349 shares

    0.07% of the 13F portfolio, value $3,026,343.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 93,047 shares
    Change vs previous 13F -3,469 shares

    0.07% of the 13F portfolio, value $2,909,581.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 96,516 shares
    Change vs previous 13F +3,052 shares

    0.07% of the 13F portfolio, value $2,992,957.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 93,464 shares
    Change vs previous 13F +1,207 shares

    0.09% of the 13F portfolio, value $3,190,853.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 92,257 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,893,180.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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