WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV: EPD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV on EPD, newest first. How the timeline and the estimate are built.
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV held 0 EPD shares at 2025-09-30 per its 13F-HR filed 2025-11-13.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -16,048 shares
13F-HR 0000752365-25-000009 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 16,048 sharesChange vs previous 13F -5,000 shares
0.14% of the 13F portfolio, value $497,648.
13F-HR 0000752365-25-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,048 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $718,579.
13F-HR 0000752365-25-000002 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,048 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $660,065.
13F-HR 0000752365-25-000001 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,048 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $612,707.
13F-HR 0000752365-24-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).