Kestra Advisory Services, LLC
Holdings in EPD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $23,456,795 | 731,653 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $22,563,181 | 721,560 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $22,137,852 | 713,894 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $23,545,504 | 689,675 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $20,887,328 | 666,050 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $6,659,582 | 228,773 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $13,978,068 | 482,335 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $9,611,570 | 329,389 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $464,076 | 17,612 | Shares | Sole | 2024-02-14 |
| 2023-06-30 | $275,120 | 10,441 | Shares | Sole | 2023-08-11 |
| 2022-12-31 | $237,413 | 9,843 | Shares | Sole | 2023-01-31 |
| 2022-06-30 | $953,695 | 39,134 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $259,726 | 10,063 | Shares | Sole | 2022-07-20 |
| 2021-09-30 | $4,624,013 | 213,679 | Shares | Sole | 2022-07-25 |
| 2021-06-30 | $242,820 | 10,063 | Shares | Sole | 2022-07-26 |