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Ascentis Wealth Management, LLC: EPD position timeline

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

Ascentis Wealth Management, LLC held 72,469 EPD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 72,469 shares
    Change vs previous 13F -66,105 shares

    0.38% of the 13F portfolio, value $2,664,012.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 140 shares
    • Ascentis Wealth Management, LLC: 72,329 shares

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

  2. period ended2026-03-31
    13F 138,574 shares
    Change vs previous 13F +30,548 shares

    0.29% of the 13F portfolio, value $5,243,675.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 66,519 shares
    • Ascentis Wealth Management, LLC: 72,055 shares

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

  3. period ended2025-12-31
    13F 108,026 shares
    Change vs previous 13F -822 shares

    0.33% of the 13F portfolio, value $3,463,378.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 41,760 shares
    • Ascentis Wealth Management, LLC: 66,266 shares

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

  4. period ended2025-09-30
    13F 108,848 shares
    Change vs previous 13F -1,082 shares

    0.32% of the 13F portfolio, value $3,403,718.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 42,899 shares
    • Ascentis Wealth Management, LLC: 65,949 shares

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

  5. period ended2025-06-30
    13F 109,930 shares
    Change vs previous 13F +2,102 shares

    0.36% of the 13F portfolio, value $3,419,473.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 44,298 shares
    • Ascentis Wealth Management, LLC: 65,632 shares

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

  6. period ended2025-03-31
    13F 107,828 shares
    Change vs previous 13F +11,405 shares

    0.44% of the 13F portfolio, value $3,686,500.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 42,500 shares
    • Ascentis Wealth Management, LLC: 65,328 shares

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

  7. period ended2024-12-31
    13F 96,423 shares
    Change vs previous 13F -6,197 shares

    0.36% of the 13F portfolio, value $3,023,844.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 42,797 shares
    • Ascentis Wealth Management, LLC: 53,626 shares

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

  8. period ended2024-09-30
    13F/A 102,620 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,987,274.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 43,986 shares
    • Ascentis Wealth Management, LLC: 58,634 shares

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