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Disclosery

FIRST FOUNDATION ADVISORS: EPD position timeline

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

FIRST FOUNDATION ADVISORS held 149,591 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 149,591 shares
    Change vs previous 13F -688 shares

    0.2% of the 13F portfolio, value $5,498,954.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 150,279 shares
    Change vs previous 13F +217 shares

    0.23% of the 13F portfolio, value $5,686,549.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 150,062 shares
    Change vs previous 13F +19,428 shares

    0.18% of the 13F portfolio, value $4,810,972.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 130,634 shares
    Change vs previous 13F +121,624 shares

    0.15% of the 13F portfolio, value $4,084,940.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 9,010 shares
    Change vs previous 13F -1,050 shares

    0.01% of the 13F portfolio, value $279,385.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 10,060 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $343,442.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 10,060 shares
    Change vs previous 13F +2,008 shares

    0.01% of the 13F portfolio, value $315,476.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 8,052 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $234,398.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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