ELEVATION POINT WEALTH PARTNERS, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 1744349 DENVER, CO

Back to EPD Full portfolio

Position in EPD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$37,946,759

-$1,110,780 QoQ

Shares Held

1,032,284

+0.0% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#80

of 1,590 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in EPD Over Time

Shares Held

Position Value (USD)

Derivatives in EPD

reported options exposure · as of Jun 30, 2026

CallValue

$62,786

CallShares

1,708

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $62,964,433 across 13 Oil & Gas Midstream names. EPD ranks #1 (60.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P. This page	1,032,284	$37,946,759
2	WMB	Williams Companies, Inc.	122,628	$9,116,165
3	KMI	Kinder Morgan, Inc.	221,264	$7,073,810
4	ET	Energy Transfer LP	110,394	$2,110,733
5	OKE	Oneok Inc /New/	23,358	$2,030,744
6	PAA	Plains All American Pipeline LP	57,145	$1,272,047
7	TRGP	Targa Resources Corp.	3,734	$1,001,234
8	LNG	Cheniere Energy, Inc.	3,894	$930,704

All Filings in EPD

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,946,759	1,032,284	+0.0%	Shares	Sole	2026-08-12
2026-06-30	$62,786	1,708	—	Call	Sole	2026-08-12
2026-03-31	$39,057,539	1,032,176	+1.3%	Shares	Sole	2026-04-27
2025-12-31	$32,670,935	1,019,056	+5361.5%	Shares	Sole	2026-02-12
2025-09-30	$583,466	18,659	+4611.9%	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.