Summit Financial, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 1765536 PARSIPPANY, NJ

Position in EPD

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

Position Value

$5,368,430

-$238,360 QoQ

Shares Held

146,040

-1.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#259

of 1,590 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Summit Financial, LLC holds $57,994,633 across 18 Oil & Gas Midstream names. EPD ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP	716,515	$13,699,766
2	WMB	Williams Companies, Inc.	83,500	$6,207,390
3	EPD	Enterprise Products Partners L.P. This page	146,040	$5,368,430
4	FRO	Frontline plc	145,051	$5,046,324
5	WES	Western Midstream Partners, LP	94,579	$4,138,777
6	PBA	Pembina Pipeline Corp	83,956	$3,882,965
7	LNG	Cheniere Energy, Inc.	15,555	$3,717,800
8	OKE	Oneok Inc /New/	34,517	$3,000,907

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,368,430	146,040	-1.4%	Shares	Sole	2026-08-12
2026-03-31	$5,606,790	148,171	-3.3%	Shares	Sole	2026-05-15
2025-12-31	$4,910,790	153,175	+3.0%	Shares	Sole	2026-02-13
2025-09-30	$4,649,348	148,684	+2.8%	Shares	Sole	2025-11-14
2025-06-30	$4,484,294	144,608	+1.2%	Shares	Sole	2025-08-13
2025-03-31	$4,879,083	142,914	+0.4%	Shares	Sole	2025-05-14
2024-12-31	$4,465,664	142,400	+350.2%	Shares	Sole	2025-02-12
2024-09-30	$920,807	31,632	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$914,550	31,558	+72.7%	Shares	Sole	2024-07-31
2024-03-31	$533,322	18,277	+34.4%	Shares	Sole	2024-04-24
2020-03-31	$194,537	13,604	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.