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TCFG Investment Advisors, LLC: EPD position timeline

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

TCFG Investment Advisors, LLC held 63,604 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,604 shares
    Change vs previous 13F -57,604 shares

    0.79% of the 13F portfolio, value $2,338,083.

    13F-HR 0001754960-26-000554 filed by TCFG Investment 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 121,208 shares
    Change vs previous 13F +60,604 shares

    0.86% of the 13F portfolio, value $4,586,510.

    13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TCFG WEALTH MANAGEMENT, LLC: 60,604 shares
    • TCFG Investment Advisors, LLC: 60,604 shares

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

  3. period ended2025-12-31
    13F 60,604 shares
    Change vs previous 13F +200 shares

    0.76% of the 13F portfolio, value $1,942,964.

    13F-HR 0001754960-26-000176 filed by TCFG WEALTH 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/A 60,404 shares
    Change vs previous 13F -1,400 shares

    0.74% of the 13F portfolio, value $1,888,833.

    13F-HR/A 0001754960-25-000800 filed by TCFG WEALTH 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 61,804 shares
    Change vs previous 13F +1,500 shares

    0.87% of the 13F portfolio, value $1,916,542.

    13F-HR 0001754960-25-000469 filed by TCFG WEALTH 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 60,304 shares
    Change vs previous 13F -400 shares

    1.03% of the 13F portfolio, value $2,058,779.

    13F-HR 0001754960-25-000209 filed by TCFG WEALTH 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 60,704 shares
    Change vs previous 13F +1,033 shares

    0.96% of the 13F portfolio, value $1,903,677.

    13F-HR 0001754960-25-000085 filed by TCFG WEALTH MANAGEMENT, 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 59,671 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,737,023.

    13F-HR 0001754960-24-000492 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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