Avantax Planning Partners, Inc.
Position in EPD — Enterprise Products Partners L.P.
CIK 1005441
DUBUQUE, IA
Position in EPD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,277,483
-$32,045 QoQ
Shares Held
34,752
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#551
of 1,584 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $8,063,257 across 8 Oil & Gas Midstream names. EPD ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
44,164 | $3,839,618 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
34,752 | $1,277,483 | |
| 3 | ENB |
Enbridge Inc
|
13,029 | $706,302 | |
| 4 | ET |
Energy Transfer LP
|
33,356 | $637,766 | |
| 5 | TRP |
Tc Energy Corp
|
8,838 | $585,871 | |
| 6 | WMB |
Williams Companies, Inc.
|
5,369 | $399,131 | |
| 7 | PAA |
Plains All American Pipeline LP
|
16,500 | $367,290 | |
| 8 | PBA |
Pembina Pipeline Corp
|
5,401 | $249,796 |
All Filings in EPD
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,277,483 | 34,752 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,309,528 | 34,607 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,348,764 | 42,070 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,283,445 | 41,044 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,104,514 | 35,618 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $867,019 | 25,396 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $732,193 | 23,348 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $670,053 | 23,018 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $578,846 | 19,974 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $567,375 | 19,444 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $494,405 | 18,763 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $533,523 | 19,493 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $217,203 | 8,243 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $208,054 | 8,033 | Shares | Sole | 2023-04-21 | |
| 2022-03-31 | $212,803 | 8,245 | Shares | Sole | 2022-05-09 | |
| 2021-06-30 | $202,788 | 8,404 | Shares | Sole | 2021-08-10 | |
| 2020-06-30 | $250,927 | 13,810 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $256,584 | 17,943 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||