EPD β€” ENTERPRISE PRODS PARTNERS L

Ownership history in Insight Folios Inc  Β·  20 quarters on record

AI Ownership Summary

Insight Folios Inc reported ENTERPRISE PRODS PARTNERS L (EPD) in 20 quarterly 13F filings from 2023 Q3 through 2024 Q3. Peak portfolio weight reached 3.54% in 2023 Q3. The latest visible filing shows EPD at 2.89% 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 Insight Folios Inc's position in ENTERPRISE PRODS PARTNERS 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
2024 Q3

EPD was reported at 2.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.54% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2024 Q3

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 Insight Folios Inc held EPD β€” position size vs. price
% of Fund (quarterly)    EPD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 277,867 +13,793 +5.2% 2.89% $8.1M 2024-11-14 (Est.) $28.31
2024 Q2 ADDED 264,074 +3,263 +1.3% 3.14% $7.7M 2024-07-18 $26.44
2024 Q1 REDUCED 260,811 -12,908 -4.7% 3.08% $7.6M 2024-04-19 $25.11
2023 Q4 ADDED 273,719 +9,364 +3.5% 3.12% $7.2M 2024-01-10 $22.98
2023 Q3 REDUCED 264,355 -29,729 -10.1% 3.54% $7.2M 2023-10-11 $22.95
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Insight Folios 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 Insight Folios Inc reported owning EPD?

Insight Folios Inc reported EPD across 5 quarterly 13F filings, from 2023 Q3 through 2024 Q3.

What was the largest reported EPD position in Insight Folios Inc's portfolio?

The largest reported portfolio weight for EPD was 3.54% in 2023 Q3.

What is the latest reported EPD position on this page?

The most recent filing on this page is 2024 Q3, when Insight Folios Inc reported 277,867 shares, equal to 2.89% of portfolio, with an estimated market value of $8.1M.

What does the chart on this EPD ownership page compare?

The chart compares Insight Folios 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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