Position in ENB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$562,135
-$349,361 QoQ
Shares Held
10,383
-45.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ENB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 202649 WEALTH MANAGEMENT, LLC holds $1,174,786 across 1 Oil & Gas Midstream name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBR |
Sabine Royalty Trust
|
16,049 | $1,174,786 |
All Filings in ENB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $562,135 | 10,383 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $911,496 | 19,057 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $887,339 | 17,585 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $762,554 | 16,826 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $654,281 | 14,766 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||