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Concurrent Investment Advisors, LLC: EPD position timeline

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

Concurrent Investment Advisors, LLC held 152,072 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 152,072 shares
    Change vs previous 13F +2,983 shares

    0.05% of the 13F portfolio, value $5,590,138.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment 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 149,089 shares
    Change vs previous 13F +2,125 shares

    0.06% of the 13F portfolio, value $5,641,554.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment 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 146,964 shares
    Change vs previous 13F +2,867 shares

    0.05% of the 13F portfolio, value $4,711,664.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment 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 144,097 shares
    Change vs previous 13F +3,466 shares

    0.08% of the 13F portfolio, value $4,505,903.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment 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 140,631 shares
    Change vs previous 13F +3,575 shares

    0.08% of the 13F portfolio, value $4,360,974.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment 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 137,056 shares
    Change vs previous 13F +3,402 shares

    0.11% of the 13F portfolio, value $4,679,108.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment 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 133,654 shares
    Change vs previous 13F +16,139 shares

    0.11% of the 13F portfolio, value $4,191,380.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment 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 117,515 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,420,851.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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