BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 1352860 BLUE BELL, PA

Position in EPD

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$39,553

-$1,162 QoQ

Shares Held

1,076

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,482

of 1,589 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 55% Shared 0% None 45%

Energy · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $72,015 across 3 Oil & Gas Midstream names. EPD ranks #1 (54.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P. This page	1,076	$39,553
2	KMI	Kinder Morgan, Inc.	717	$22,922
3	ENB	Enbridge Inc	176	$9,540

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,553	1,076	0.0%	Shares	Sole	2026-08-06
2026-03-31	$40,715	1,076	+121.9%	Shares	Sole	2026-05-11
2025-12-31	$15,549	485	0.0%	Shares	Sole	2026-02-09
2025-09-30	$15,165	485	0.0%	Shares	Sole	2025-10-22
2025-06-30	$15,039	485	0.0%	Shares	Sole	2025-08-11
2025-03-31	$16,557	485	0.0%	Shares	Sole	2025-05-05
2024-12-31	$15,209	485	0.0%	Shares	Sole	2025-02-07
2024-09-30	$14,118	485	0.0%	Shares	Sole	2024-10-29
2024-06-30	$14,055	485	0.0%	Shares	Sole	2024-08-05
2024-03-31	$14,152	485	-45.2%	Shares	Sole	2024-04-24
2023-12-31	$23,319	885	+0.2%	Shares	Sole	2024-01-25
2023-09-30	$24,167	883	0.0%	Shares	Sole	2023-10-30
2023-06-30	$23,267	883	0.0%	Shares	Sole	2023-08-08
2023-03-31	$22,869	883	-14.5%	Shares	Sole	2023-05-08
2022-12-31	$24,915	1,033	0.0%	Shares	Sole	2023-02-03
2022-09-30	$24,564	1,033	0.0%	Shares	Sole	2022-11-09
2022-06-30	$25,174	1,033	-43.6%	Shares	Sole	2022-08-02
2022-03-31	$47,309	1,833	-19.7%	Shares	Sole	2022-04-21
2021-12-31	$50,134	2,283	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.