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Whipplewood Advisors, LLC: EPD position timeline

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

Whipplewood Advisors, LLC held 59,945 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,945 shares
    Change vs previous 13F 0 shares

    1.48% of the 13F portfolio, value $2,203,578.

    13F-HR 0002052510-26-000003 filed by Whipplewood 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 59,945 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $2,268,319.

    13F-HR 0002052510-26-000002 filed by Whipplewood 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 59,945 shares
    Change vs previous 13F -1,245 shares

    1.23% of the 13F portfolio, value $1,921,837.

    13F-HR 0002052510-26-000001 filed by Whipplewood 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 61,190 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $1,913,411.

    13F-HR 0002052510-25-000006 filed by Whipplewood 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 61,190 shares
    Change vs previous 13F +61,111 shares

    1.04% of the 13F portfolio, value $1,897,502.

    13F-HR 0002052510-25-000003 filed by Whipplewood 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 79 shares
    Change vs previous 13F -61,111 shares

    13F-HR 0002052510-25-000002 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  7. period ended2024-12-31
    13F 61,190 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,918,918.

    13F-HR 0002052510-25-000001 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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