Patriot Financial Group Insurance Agency, LLC

Insurance

Position in EPD — Enterprise Products Partners L.P.

CIK 1694883 Westborough, MA

Position in EPD

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$248,754

-$216,072 QoQ

Shares Held

6,767

-44.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,234

of 1,589 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,486,900 across 4 Oil & Gas Midstream names. EPD ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	50,390	$2,731,641
2	ET	Energy Transfer LP	14,232	$272,115
3	EPD	Enterprise Products Partners L.P. This page	6,767	$248,754
4	OKE	Oneok Inc /New/	2,696	$234,390

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,754	6,767	-44.9%	Shares	Sole	2026-07-16
2026-03-31	$464,826	12,284	+63.4%	Shares	Sole	2026-04-22
2025-12-31	$241,091	7,520	-29.9%	Shares	Sole	2026-01-26
2025-06-30	$332,892	10,735	-0.3%	Shares	Sole	2025-07-21
2025-03-31	$367,585	10,767	+1.7%	Shares	Sole	2025-04-14
2024-12-31	$331,945	10,585	+0.3%	Shares	Sole	2025-01-22
2024-09-30	$307,256	10,555	+5.8%	Shares	Sole	2024-10-24
2024-06-30	$289,046	9,974	-14.4%	Shares	Sole	2024-07-26
2023-03-31	$301,864	11,655	+8.3%	Shares	Sole	2023-04-20
2022-12-31	$259,555	10,761	+1.0%	Shares	Sole	2023-01-17
2022-09-30	$253,328	10,653	+3.6%	Shares	Sole	2022-11-01
2022-06-30	$250,499	10,279	+1.2%	Shares	Sole	2022-07-29
2022-03-31	$262,048	10,153	+4.8%	Shares	Sole	2022-05-11
2021-12-31	$212,836	9,692	+2.0%	Shares	Sole	2022-01-10
2021-09-30	$205,536	9,498	+0.4%	Shares	Sole	2021-11-24
2021-06-30	$228,366	9,464	+7.8%	Shares	Sole	2021-07-30
2021-03-31	$193,401	8,783	+0.4%	Shares	Sole	2021-04-29
2020-12-31	$171,392	8,749	-7.9%	Shares	Sole	2021-01-15
2020-09-30	$150,068	9,504	-3.7%	Shares	Sole	2020-10-21
2020-06-30	$179,374	9,872	-2.2%	Shares	Sole	2020-07-10
2020-03-31	$144,272	10,089	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.