PAA — PLAINS ALL AMERN PIPELINE L

Ownership history in ECLECTIC ASSOCIATES INC /ADV  ·  21 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported PLAINS ALL AMERN PIPELINE L (PAA) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q1. The latest visible filing shows PAA at 0.04% 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 PAA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ECLECTIC ASSOCIATES INC /ADV's position in PLAINS ALL AMERN PIPELINE L, 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
2026 Q1

PAA was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 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 2026 Q1

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.

PAA stock page ECLECTIC ASSOCIATES INC /ADV fund profile ECLECTIC ASSOCIATES INC /ADV full holdings
How ECLECTIC ASSOCIATES INC /ADV held PAA — position size vs. price
% of Fund (quarterly)    PAA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,918 — 0% 0.04% $266K 2026-04-08 $21.71
2025 Q4 UNCHANGED 11,918 — 0% 0.03% $214K 2026-02-03 $19.64
2025 Q3 REDUCED 11,918 -854 -6.7% 0.04% $203K 2025-10-09 $15.47
2025 Q2 ADDED 12,772 +672 +5.6% 0.05% $234K 2025-07-17 $17.58
2025 Q1 UNCHANGED 12,100 — 0% 0.06% $242K 2025-04-10 $15.22
2024 Q4 ADDED 12,100 +854 +7.6% 0.06% $207K 2025-01-21 $18.52
2024 Q3 UNCHANGED 11,246 — 0% 0.08% $195K 2024-10-04 $15.62
2024 Q2 UNCHANGED 11,246 — 0% 0.09% $201K 2024-07-12 $16.01
2024 Q1 REDUCED 11,246 -256 -2.2% 0.09% $197K 2024-04-23 $15.40
2023 Q4 ADDED 11,502 +256 +2.3% 0.08% $174K 2024-01-16 $13.09
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PAA

As of 2026 Q1 — sorted by position size

WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 7.42% Gilman Hill Asset Management, LLC 3Y 7Y 0.61% Wealth Alliance Advisory Group, LLC 3Y 7Y 0.39% U.S. Capital Wealth Advisors, LLC 3Y 0.21% Claris Financial LLC 0.15% DOLIVER ADVISORS, LP 3Y 7Y 0.09% ADIRONDACK TRUST CO 3Y 7Y 0.08% Secure Asset Management, LLC 3Y 0.07% KWB Wealth 3Y 0.02% Hilltop National Bank 0.02%

FAQ About ECLECTIC ASSOCIATES INC /ADV and PAA

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

How long has ECLECTIC ASSOCIATES INC /ADV reported owning PAA?

ECLECTIC ASSOCIATES INC /ADV reported PAA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PAA position in ECLECTIC ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for PAA was 0.09% in 2024 Q1.

What is the latest reported PAA position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 11,918 shares, equal to 0.04% of portfolio, with an estimated market value of $266K.

What does the chart on this PAA ownership page compare?

The chart compares ECLECTIC ASSOCIATES INC /ADV's quarterly PAA 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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