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Morningstar Investment Management LLC: EPD position timeline

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

Morningstar Investment Management LLC held 13,771 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,771 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $521,095.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management 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 13,771 shares
    Change vs previous 13F -35,145 shares

    0.03% of the 13F portfolio, value $521,095.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management 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 48,916 shares
    Change vs previous 13F -51,071 shares

    0.09% of the 13F portfolio, value $1,568,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management 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 99,987 shares
    Change vs previous 13F +54,894 shares

    0.11% of the 13F portfolio, value $3,127,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management 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 45,093 shares
    Change vs previous 13F +1,085 shares

    0.12% of the 13F portfolio, value $1,398,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management 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 44,008 shares
    Change vs previous 13F -44,479 shares

    0.13% of the 13F portfolio, value $1,502,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management 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 88,487 shares
    Change vs previous 13F -349,783 shares

    0.22% of the 13F portfolio, value $2,775,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 0 shares
    • Morningstar Investment Management LLC: 88,487 shares

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

  8. period ended2024-09-30
    13F 438,270 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $12,830,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 304,394 shares
    • Morningstar Investment Management LLC: 133,876 shares

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