EPD PARTNERS L Common Stock

Ownership history in ALPS ADVISORS INC  ·  57 quarters on record

AI Ownership Summary

ALPS ADVISORS INC reported PARTNERS L Common Stock (EPD) in 57 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.18% in 2025 Q1. The latest visible filing shows EPD at 7.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALPS ADVISORS INC's position in PARTNERS L Common Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EPD was reported at 7.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.18% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALPS ADVISORS INC held EPD — position size vs. price
% of Fund (quarterly)    EPD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 42,639,131 +260,305 +0.6% 7.96% $1.37B 2026-02-14 (Est.) $37.21
2025 Q3 REDUCED 42,378,826 -284,830 -0.7% 7.38% $1.33B 2025-11-05 $30.18
2025 Q2 ADDED 42,663,656 +1,337,043 +3.2% 7.63% $1.32B 2025-08-11 $30.11
2025 Q1 ADDED 41,326,613 +1,967,188 +5.0% 8.18% $1.41B 2025-04-30 $28.41
2024 Q4 ADDED 39,359,425 +1,309,715 +3.4% 7.79% $1.23B 2025-02-13 $31.01
2024 Q3 REDUCED 38,049,710 -341,758 -0.9% 7.41% $1.11B 2024-11-12 $27.96
2024 Q2 ADDED 38,391,468 +816,894 +2.2% 7.64% $1.11B 2024-08-13 $25.51
2024 Q1 ADDED 37,574,574 +2,192,403 +6.2% 7.76% $1.10B 2024-05-14 $25.66
2023 Q4 REDUCED 35,382,171 -2,569,257 -6.8% 7.33% $932.3M 2024-02-14 $23.24
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALPS ADVISORS INC and EPD

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALPS ADVISORS INC reported owning EPD?

ALPS ADVISORS INC reported EPD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EPD position in ALPS ADVISORS INC's portfolio?

The largest reported portfolio weight for EPD was 8.18% in 2025 Q1.

What is the latest reported EPD position on this page?

The most recent filing on this page is 2025 Q4, when ALPS ADVISORS INC reported 42,639,131 shares, equal to 7.96% of portfolio, with an estimated market value of $1.37B.

What does the chart on this EPD ownership page compare?

The chart compares ALPS ADVISORS INC's quarterly EPD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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