OneDigital Investment Advisors LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1690370
OVERLAND PARK, KS
Position in EPD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,671,844
-$3,711 QoQ
Shares Held
45,480
+2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#485
of 1,589 holders
Holding Since
Mar 2020
26 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, 2026OneDigital Investment Advisors LLC holds $17,336,936 across 12 Oil & Gas Midstream names. EPD ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
93,053 | $6,917,560 | |
| 2 | TRGP |
Targa Resources Corp.
|
11,041 | $2,960,533 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
7,179 | $1,715,852 | |
| 4 | EPD |
Enterprise Products Partners L.P.
This page
|
45,480 | $1,671,844 | |
| 5 | ENB |
Enbridge Inc
|
19,751 | $1,070,701 | |
| 6 | OKE |
Oneok Inc /New/
|
8,603 | $747,944 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
22,702 | $725,782 | |
| 8 | ET |
Energy Transfer LP
|
19,277 | $368,576 |
All Filings in EPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,671,844 | 45,480 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,675,555 | 44,280 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,444,944 | 45,070 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,367,812 | 43,742 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,353,710 | 43,654 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,430,943 | 41,914 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,679,986 | 53,571 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,595,024 | 54,793 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,609,810 | 55,549 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,454,389 | 49,842 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,288,409 | 48,896 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,302,346 | 47,583 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $985,015 | 37,382 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $957,885 | 36,984 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $861,397 | 35,713 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $867,351 | 36,474 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $876,296 | 35,958 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $909,673 | 35,245 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $559,540 | 25,480 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $285,301 | 13,184 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $297,836 | 12,343 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $231,496 | 10,513 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $238,782 | 12,189 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $229,002 | 14,503 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $307,400 | 16,918 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $225,511 | 15,770 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||