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Disclosery

WCG Wealth Advisors LLC: EPD position timeline

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

WCG Wealth Advisors LLC held 107,100 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 107,100 shares
    Change vs previous 13F -2,966 shares

    0.09% of the 13F portfolio, value $3,936,994.

    13F-HR 0001855713-26-000006 filed by WCG Wealth 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 110,066 shares
    Change vs previous 13F -20,384 shares

    0.12% of the 13F portfolio, value $4,164,892.

    13F-HR 0001855713-26-000004 filed by WCG Wealth 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 130,450 shares
    Change vs previous 13F +27,743 shares

    0.12% of the 13F portfolio, value $4,182,212.

    13F-HR 0001855713-26-000003 filed by WCG Wealth 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 102,707 shares
    Change vs previous 13F -11,974 shares

    0.2% of the 13F portfolio, value $3,211,660.

    13F-HR 0001855713-25-000008 filed by WCG Wealth 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 114,681 shares
    Change vs previous 13F +47,513 shares

    0.23% of the 13F portfolio, value $3,556,268.

    13F-HR 0001855713-25-000007 filed by WCG Wealth 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/A 67,168 shares
    Change vs previous 13F +33,562 shares

    0.17% of the 13F portfolio, value $2,293,126.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth 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 33,606 shares
    Change vs previous 13F +1,139 shares

    0.07% of the 13F portfolio, value $1,054,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth 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 32,467 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $945,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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