Position in EPD
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,976,723
+$131,446 QoQ
Shares Held
52,239
-9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026GM Advisory Group, LLC holds $4,277,367 across 4 Oil & Gas Midstream names. EPD ranks #1 (46.2% of the industry book) .
All Filings in EPD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,976,723 | 52,239 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,845,277 | 57,557 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,351,378 | 75,196 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,402,809 | 77,485 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,774,045 | 81,255 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,586,980 | 82,493 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,311,595 | 79,409 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,282,841 | 78,773 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,295,969 | 78,683 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,771,589 | 67,233 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,812,112 | 66,208 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,773,934 | 67,322 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,821,883 | 70,343 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,922,774 | 79,717 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,915,407 | 80,547 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,965,148 | 80,638 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,151,857 | 83,373 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,001,719 | 91,153 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,972,550 | 91,153 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,170,203 | 89,938 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,118,720 | 96,218 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $962,946 | 49,155 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,198,524 | 75,904 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,569,233 | 86,364 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,080,722 | 75,575 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||