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Disclosery

XML Financial, LLC: EPD position timeline

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

XML Financial, LLC held 102,139 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,139 shares
    Change vs previous 13F -10,242 shares

    0.27% of the 13F portfolio, value $3,754,628.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 112,381 shares
    Change vs previous 13F +3,512 shares

    0.34% of the 13F portfolio, value $4,252,495.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 108,869 shares
    Change vs previous 13F -9,166 shares

    0.28% of the 13F portfolio, value $3,490,350.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 118,035 shares
    Change vs previous 13F +2,200 shares

    0.3% of the 13F portfolio, value $3,690,951.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 115,835 shares
    Change vs previous 13F -500 shares

    0.31% of the 13F portfolio, value $3,592,040.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 116,335 shares
    Change vs previous 13F +3,203 shares

    0.37% of the 13F portfolio, value $3,971,673.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 113,132 shares
    Change vs previous 13F +6,651 shares

    0.33% of the 13F portfolio, value $3,547,815.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 106,481 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,099,666.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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