Legacy Advisors, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1720969
PLYMOUTH MEETING, PA
Position in EPD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,375,653
-$98,132 QoQ
Shares Held
119,033
+0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#294
of 1,587 holders
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 Jun 30, 2026Legacy Advisors, LLC holds $10,121,063 across 6 Oil & Gas Midstream names. EPD ranks #1 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
119,033 | $4,375,653 | |
| 2 | WMB |
Williams Companies, Inc.
|
28,754 | $2,137,572 | |
| 3 | ET |
Energy Transfer LP
|
101,747 | $1,945,402 | |
| 4 | VG |
Venture Global, Inc.
|
77,489 | $862,452 | |
| 5 | MPLX |
Mplx LP
|
9,275 | $522,460 | |
| 6 | TRGP |
Targa Resources Corp.
|
1,035 | $277,524 |
All Filings in EPD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,375,653 | 119,033 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,473,785 | 118,229 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,763,363 | 117,385 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,641,516 | 116,454 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $3,206,428 | 93,920 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,919,176 | 93,086 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,736,310 | 93,999 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,697,487 | 93,081 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,690,250 | 92,195 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,641,982 | 100,265 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,713,927 | 99,157 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,599,058 | 98,636 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,532,009 | 97,761 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,373,031 | 56,925 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,337,006 | 56,224 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,372,810 | 56,332 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $943,123 | 36,541 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $792,514 | 36,089 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $778,888 | 35,993 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $866,170 | 35,896 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $788,448 | 35,806 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $699,558 | 35,710 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $562,108 | 35,599 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $652,193 | 35,894 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $968,152 | 67,703 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||