EPD β€” ENTERPRISE PRODUCTS PARTNERS

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  Β·  3 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported ENTERPRISE PRODUCTS PARTNERS (EPD) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows EPD at 0.02% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in ENTERPRISE PRODUCTS PARTNERS, 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

EPD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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
2025 Q1 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.

How LVM CAPITAL MANAGEMENT LTD/MI held EPD β€” position size vs. price
% of Fund (quarterly)    EPD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 5,532 -620 -10.1% 0.02% $209K 2026-05-15 (Est.) $37.57
2025 Q1 REDUCED 6,152 -848 -12.1% 0.02% $210K 2025-04-08 $27.16
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and EPD

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning EPD?

LVM CAPITAL MANAGEMENT LTD/MI reported EPD across 2 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported EPD position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for EPD was 0.02% in 2025 Q1.

What is the latest reported EPD position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 5,532 shares, equal to 0.02% of portfolio, with an estimated market value of $209K.

What does the chart on this EPD ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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.

← Back to LVM CAPITAL MANAGEMENT LTD/MI Holdings