Position in EPD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$83,224
-$1,272 QoQ
Shares Held
2,264
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,433
of 1,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Gleason Group, Inc. holds $194,926 across 6 Oil & Gas Midstream names. EPD ranks #2 (42.7% of the industry book) .
All Filings in EPD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,224 | 2,264 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $84,496 | 2,233 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $70,532 | 2,200 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $67,637 | 2,163 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $65,958 | 2,127 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $71,420 | 2,092 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $64,601 | 2,060 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $58,947 | 2,025 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $57,670 | 1,990 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $57,046 | 1,955 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $50,539 | 1,918 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $51,510 | 1,882 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $48,668 | 1,847 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $46,956 | 1,813 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $43,054 | 1,785 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $41,638 | 1,751 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $41,843 | 1,717 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $43,515 | 1,686 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $36,343 | 1,655 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $35,143 | 1,624 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $38,414 | 1,592 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $34,395 | 1,562 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $29,972 | 1,530 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $23,590 | 1,494 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $26,510 | 1,459 | Shares | Sole | 2020-08-27 | |
| 2020-03-31 | $20,363 | 1,424 | Shares | Sole | 2020-08-27 | |
| No filing history on record for this holder in this stock. | ||||||