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Focus Partners Wealth: EPD position timeline

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

Focus Partners Wealth held 1,245,214 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,245,214 shares
    Change vs previous 13F +184,151 shares

    0.04% of the 13F portfolio, value $45,774,118.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,223,263 shares
    • Focus Partners Advisor Solutions, LLC: 21,951 shares

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

  2. period ended2026-03-31
    13F 1,061,063 shares
    Change vs previous 13F +65,349 shares

    0.04% of the 13F portfolio, value $40,150,697.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,025,113 shares
    • Focus Partners Advisor Solutions, LLC: 35,950 shares

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

  3. period ended2025-12-31
    13F 995,714 shares
    Change vs previous 13F +115,903 shares

    0.04% of the 13F portfolio, value $31,888,328.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 995,714 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 879,811 shares
    Change vs previous 13F +2,263 shares

    0.04% of the 13F portfolio, value $27,536,959.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 872,875 shares
    • Focus Partners Advisor Solutions, LLC: 6,936 shares

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

  5. period ended2025-06-30
    13F 877,548 shares
    Change vs previous 13F +40,612 shares

    0.05% of the 13F portfolio, value $27,212,799.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 827,918 shares
    • Focus Partners Advisor Solutions, LLC: 49,630 shares

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

  6. period ended2025-03-31
    13F/A 836,936 shares
    Change vs previous 13F -50,388 shares

    0.07% of the 13F portfolio, value $28,573,051.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 836,936 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  7. period ended2024-12-31
    13F/A 887,324 shares
    Change vs previous 13F -88,837 shares

    0.06% of the 13F portfolio, value $27,826,529.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 838,774 shares
    • Focus Partners Advisor Solutions, LLC: 48,550 shares

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

  8. period ended2024-09-30
    13F 976,161 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $28,416,081.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 936,713 shares
    • Focus Partners Advisor Solutions, LLC: 39,448 shares

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