Independent Advisor Alliance
Position in EPD — Enterprise Products Partners L.P.
CIK 1696899
CHARLOTTE, NC
Position in EPD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,530,351
+$481,976 QoQ
Shares Held
172,578
-8.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
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, 2026Independent Advisor Alliance holds $32,975,703 across 15 Oil & Gas Midstream names. EPD ranks #1 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
172,578 | $6,530,351 | |
| 2 | ENB |
Enbridge Inc
|
77,113 | $4,174,897 | |
| 3 | ET |
Energy Transfer LP
|
213,499 | $4,120,530 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
113,360 | $3,800,959 | |
| 5 | FRO |
Frontline plc
|
84,691 | $2,952,328 | |
| 6 | OKE |
Oneok Inc /New/
|
28,593 | $2,584,520 | |
| 7 | MPLX |
Mplx LP
|
28,543 | $1,628,949 | |
| 8 | PAA |
Plains All American Pipeline LP
|
70,004 | $1,563,189 |
All Filings in EPD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,530,351 | 172,578 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,048,375 | 188,658 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,156,689 | 132,929 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,167,340 | 134,387 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,638,465 | 135,866 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,332,822 | 138,164 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,811,662 | 130,940 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,509,043 | 121,085 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,555,057 | 121,832 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,029,406 | 114,968 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,209,816 | 117,275 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,535,317 | 96,217 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,498,158 | 96,454 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,311,684 | 95,841 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,993,049 | 83,812 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,880,681 | 77,172 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,966,231 | 76,181 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,603,804 | 73,033 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,425,426 | 65,870 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,547,939 | 64,150 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,402,255 | 63,681 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,314,606 | 67,106 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,100,531 | 69,698 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,341,999 | 73,858 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,046,116 | 73,155 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||