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Disclosery

CWM, LLC: EPD position timeline

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

CWM, LLC held 159,724 EPD shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 159,724 shares
    Change vs previous 13F -5,256 shares

    0.02% of the 13F portfolio, value $6,043,968.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 164,980 shares
    Change vs previous 13F +16,953 shares

    0.01% of the 13F portfolio, value $5,289,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 148,027 shares
    Change vs previous 13F +26,144 shares

    0.01% of the 13F portfolio, value $4,629,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 121,883 shares
    Change vs previous 13F +23,409 shares

    0.01% of the 13F portfolio, value $3,780,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 98,474 shares
    Change vs previous 13F -13,132 shares

    0.01% of the 13F portfolio, value $3,362,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 111,606 shares
    Change vs previous 13F +39,562 shares

    0.01% of the 13F portfolio, value $3,500,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 72,044 shares
    Change vs previous 13F +5,590 shares

    0.01% of the 13F portfolio, value $2,097,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 66,454 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,926,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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