Institute for Wealth Management, LLC.
Position in EPD — Enterprise Products Partners L.P.
CIK 1533954
DENVER, CO
Position in EPD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$223,684
-$5,058 QoQ
Shares Held
6,085
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,297
of 1,589 holders
Holding Since
Dec 2023
10 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, 2026Institute for Wealth Management, LLC. holds $3,412,082 across 16 Oil & Gas Midstream names. EPD ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
6,863 | $1,640,325 | |
| 2 | WMB |
Williams Companies, Inc.
|
6,506 | $483,656 | |
| 3 | OKE |
Oneok Inc /New/
|
3,859 | $335,501 | |
| 4 | EPD |
Enterprise Products Partners L.P.
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|
6,085 | $223,684 | |
| 5 | TRGP |
Targa Resources Corp.
|
717 | $192,256 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,360 | $139,389 | |
| 7 | ENB |
Enbridge Inc
|
2,223 | $120,508 | |
| 8 | ET |
Energy Transfer LP
|
6,124 | $117,090 |
All Filings in EPD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,684 | 6,085 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $228,742 | 6,045 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $252,786 | 8,084 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $255,119 | 8,227 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $279,777 | 8,195 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $255,207 | 8,138 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $240,070 | 8,247 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $221,291 | 7,636 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $222,818 | 7,636 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $201,208 | 7,636 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||