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Kestra Advisory Services, LLC: EPI position timeline

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

Kestra Advisory Services, LLC held 400,964 EPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 400,964 shares
    Change vs previous 13F +10,408 shares

    0.04% of the 13F portfolio, value $17,153,249.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,633 shares
    • Kestra Advisory Services, LLC: 394,331 shares

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

  2. period ended2026-03-31
    13F 390,556 shares
    Change vs previous 13F +622 shares

    0.05% of the 13F portfolio, value $15,934,694.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,116 shares
    • Kestra Advisory Services, LLC: 383,440 shares

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

  3. period ended2025-12-31
    13F 389,934 shares
    Change vs previous 13F +65,743 shares

    0.07% of the 13F portfolio, value $18,050,043.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 324,191 shares
    Change vs previous 13F -13,976 shares

    0.07% of the 13F portfolio, value $14,329,245.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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 338,167 shares
    Change vs previous 13F +30,037 shares

    0.08% of the 13F portfolio, value $16,052,793.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, 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 308,130 shares
    Change vs previous 13F +1,764 shares

    0.07% of the 13F portfolio, value $13,468,362.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, 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 306,366 shares
    Change vs previous 13F -85,090 shares

    0.08% of the 13F portfolio, value $13,869,189.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 306,366 shares

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

  8. period ended2024-09-30
    13F 391,456 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $19,752,886.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,871 shares
    • Kestra Advisory Services, LLC: 371,585 shares

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