ELEVATION POINT WEALTH PARTNERS, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1744349
DENVER, CO
Position in EPD
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$39,057,539
+$6,386,604 QoQ
Shares Held
1,032,176
+1.3% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $65,871,391 across 13 Oil & Gas Midstream names. EPD ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
1,032,176 | $39,057,539 | |
| 2 | WMB |
Williams Companies, Inc.
|
122,622 | $8,924,429 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
221,742 | $7,435,009 | |
| 4 | ET |
Energy Transfer LP
|
112,836 | $2,177,734 | |
| 5 | OKE |
Oneok Inc /New/
|
23,233 | $2,100,030 | |
| 6 | TRGP |
Targa Resources Corp.
|
6,432 | $1,612,695 | |
| 7 | TRP |
Tc Energy Corp
|
21,157 | $1,324,428 | |
| 8 | PAA |
Plains All American Pipeline LP
|
56,816 | $1,268,701 |
All Filings in EPD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,057,539 | 1,032,176 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $32,670,935 | 1,019,056 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $583,466 | 18,659 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,279 | 396 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||