Forvis Mazars Wealth Advisors, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1352864
Springfield, MO
Position in EPD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$477,916
-$333,524 QoQ
Shares Held
13,001
-39.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#938
of 1,587 holders
Holding Since
Dec 2020
22 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, 2026Forvis Mazars Wealth Advisors, LLC holds $5,276,998 across 7 Oil & Gas Midstream names. EPD ranks #6 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAA |
Plains All American Pipeline LP
|
87,542 | $1,948,684 | |
| 2 | PAGP |
Plains Gp Holdings LP
|
47,326 | $1,148,602 | |
| 3 | WMB |
Williams Companies, Inc.
|
6,901 | $513,020 | |
| 4 | ENB |
Enbridge Inc
|
9,014 | $488,648 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
14,955 | $478,111 | |
| 6 | EPD |
Enterprise Products Partners L.P.
This page
|
13,001 | $477,916 | |
| 7 | DTM |
DT Midstream, Inc.
|
1,513 | $222,017 |
All Filings in EPD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,916 | 13,001 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $811,440 | 21,444 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $696,086 | 21,712 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $678,934 | 21,712 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $673,289 | 21,712 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $741,247 | 21,712 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $618,168 | 19,712 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $428,266 | 14,712 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $443,828 | 15,315 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $490,953 | 16,825 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $477,119 | 18,107 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $438,686 | 16,028 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $369,506 | 14,023 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $363,195 | 14,023 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $338,234 | 14,023 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $333,466 | 14,023 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $378,173 | 15,518 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $400,519 | 15,518 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $226,073 | 10,447 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $209,665 | 8,689 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $270,823 | 12,299 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $238,978 | 12,199 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||