Skip to content

Wealthcare Advisory Partners LLC: EPD position timeline

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

Wealthcare Advisory Partners LLC held 80,573 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,573 shares
    Change vs previous 13F -15,307 shares

    0.06% of the 13F portfolio, value $2,961,857.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners 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 95,880 shares
    Change vs previous 13F +909 shares

    0.07% of the 13F portfolio, value $3,628,095.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners 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 94,971 shares
    Change vs previous 13F -1,684 shares

    0.06% of the 13F portfolio, value $3,044,755.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners 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 96,655 shares
    Change vs previous 13F +3,722 shares

    0.06% of the 13F portfolio, value $3,022,410.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners 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 92,933 shares
    Change vs previous 13F +16,157 shares

    0.07% of the 13F portfolio, value $2,881,851.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners 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 76,776 shares
    Change vs previous 13F -20,462 shares

    0.07% of the 13F portfolio, value $2,621,126.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners 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 97,238 shares
    Change vs previous 13F -1,003 shares

    0.08% of the 13F portfolio, value $3,049,399.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners 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 98,241 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,859,803.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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