Kestra Advisory Services, LLC: EPD position timeline

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

Kestra Advisory Services, LLC held 1,141,682 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 1,141,682 shares
Change vs previous 13F +323,319 shares
0.1% of the 13F portfolio, value $41,968,224.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 101,769 shares
- Kestra Advisory Services, LLC: 1,039,913 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 818,363 shares
Change vs previous 13F -35,748 shares
0.09% of the 13F portfolio, value $30,966,853.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 108,651 shares
- Kestra Advisory Services, LLC: 709,712 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 854,111 shares
Change vs previous 13F +10,533 shares
0.08% of the 13F portfolio, value $27,382,802.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 122,458 shares
- Kestra Advisory Services, LLC: 731,653 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 843,578 shares
Change vs previous 13F +16,150 shares
0.09% of the 13F portfolio, value $26,378,691.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 122,018 shares
- Kestra Advisory Services, LLC: 721,560 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 827,428 shares
Change vs previous 13F +43,881 shares
0.08% of the 13F portfolio, value $25,658,548.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 111,984 shares
- Kestra Advisory Services, LLC: 713,894 shares
- Kestra Investment Management, LLC: 1,550 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 783,547 shares
Change vs previous 13F +36,693 shares
0.1% of the 13F portfolio, value $26,750,295.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 93,872 shares
- Kestra Advisory Services, LLC: 689,675 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 746,854 shares
Change vs previous 13F +404,367 shares
0.1% of the 13F portfolio, value $23,421,341.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 80,804 shares
- Kestra Advisory Services, LLC: 666,050 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 342,487 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $9,969,793.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 113,714 shares
- Kestra Advisory Services, LLC: 228,773 shares
Acceptance time not in the bulk data set (spec §4.2).