Skip to content
Disclosery

Waverly Advisors, LLC: EPD position timeline

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

Waverly Advisors, LLC held 514,978 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 514,978 shares
    Change vs previous 13F -7,468 shares

    0.11% of the 13F portfolio, value $18,930,593.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 522,446 shares
    Change vs previous 13F -20,129 shares

    0.15% of the 13F portfolio, value $19,769,346.

    13F-HR 0001398344-26-009223 filed by Waverly 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 ended2025-12-31
    13F 542,575 shares
    Change vs previous 13F -3,441 shares

    0.14% of the 13F portfolio, value $17,394,952.

    13F-HR 0001398344-26-003224 filed by Waverly 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 ended2025-09-30
    13F 546,016 shares
    Change vs previous 13F +8,265 shares

    0.17% of the 13F portfolio, value $17,073,925.

    13F-HR 0001398344-25-020944 filed by Waverly 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 ended2025-06-30
    13F 537,751 shares
    Change vs previous 13F +12,606 shares

    0.18% of the 13F portfolio, value $16,675,656.

    13F-HR 0001398344-25-015429 filed by Waverly 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 ended2025-03-31
    13F 525,145 shares
    Change vs previous 13F +429,822 shares

    0.22% of the 13F portfolio, value $17,928,440.

    13F-HR 0001398344-25-009517 filed by Waverly 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 ended2024-12-31
    13F 95,323 shares
    Change vs previous 13F -11,686 shares

    0.05% of the 13F portfolio, value $2,989,334.

    13F-HR 0001398344-25-002762 filed by Waverly 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 ended2024-09-30
    13F 107,009 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,115,039.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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