Position in EPD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,226,093
-$13,318 QoQ
Shares Held
33,354
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#571
of 1,590 holders
Holding Since
Mar 2023
14 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, 2026Claro Advisors Inc. holds $3,877,042 across 6 Oil & Gas Midstream names. EPD ranks #1 (31.6% of the industry book) .
All Filings in EPD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226,093 | 33,354 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,239,411 | 32,754 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,044,001 | 32,564 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,018,276 | 32,564 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,009,809 | 32,564 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $960,187 | 28,125 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $885,355 | 28,232 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $823,172 | 28,278 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $819,496 | 28,278 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $795,972 | 27,278 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $740,566 | 28,105 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $778,922 | 28,459 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $736,060 | 27,934 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $723,490 | 27,934 | Shares | Sole | 2023-04-17 | |
| No filing history on record for this holder in this stock. | ||||||