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Lido Advisors, LLC: EPD position timeline

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

Lido Advisors, LLC held 407,351 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 407,351 shares
    Change vs previous 13F +210,963 shares

    0.05% of the 13F portfolio, value $14,974,267.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, LLC
    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 196,388 shares
    Change vs previous 13F -58,306 shares

    0.03% of the 13F portfolio, value $7,431,325.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 254,694 shares
    Change vs previous 13F +1,792 shares

    0.03% of the 13F portfolio, value $8,021,722.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 252,902 shares
    Change vs previous 13F +53,129 shares

    0.03% of the 13F portfolio, value $7,908,287.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 199,773 shares
    Change vs previous 13F -2,240 shares

    0.03% of the 13F portfolio, value $6,195,009.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, 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 202,013 shares
    Change vs previous 13F +5,619 shares

    0.04% of the 13F portfolio, value $6,896,756.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, 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 196,394 shares
    Change vs previous 13F +81,252 shares

    0.04% of the 13F portfolio, value $6,158,909.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 115,142 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,351,811.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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