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Disclosery

Windsor Advisory Group, LLC: EPD position timeline

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

Windsor Advisory Group, LLC held 41,814 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 41,814 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $1,537,083.

    13F-HR 0001398344-26-014681 filed by Windsor Advisory Group, 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 41,814 shares
    Change vs previous 13F -5,445 shares

    1.32% of the 13F portfolio, value $1,582,242.

    13F-HR 0001398344-26-009230 filed by Windsor Advisory Group, 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 47,259 shares
    Change vs previous 13F -4,414 shares

    1.35% of the 13F portfolio, value $1,515,124.

    13F-HR 0001398344-26-003211 filed by Windsor Advisory Group, 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 51,673 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $1,615,815.

    13F-HR 0001398344-25-020901 filed by Windsor Advisory Group, 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 51,673 shares
    Change vs previous 13F 0 shares

    2.27% of the 13F portfolio, value $1,602,380.

    13F-HR 0001398344-25-015393 filed by Windsor Advisory Group, 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 51,673 shares
    Change vs previous 13F -1,346 shares

    2.28% of the 13F portfolio, value $1,764,116.

    13F-HR 0001398344-25-009455 filed by Windsor Advisory Group, 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 53,019 shares
    Change vs previous 13F +1,346 shares

    1.93% of the 13F portfolio, value $1,662,676.

    13F-HR 0001398344-25-002766 filed by Windsor Advisory Group, 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 51,673 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $1,504,201.

    13F-HR 0001398344-24-020721 filed by Windsor Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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