FORTEM FINANCIAL GROUP, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1766509
PALM DESERT, CA
Position in EPD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$783,465
-$52,685 QoQ
Shares Held
21,313
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#735
of 1,589 holders
Holding Since
Dec 2020
18 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, 2026FORTEM FINANCIAL GROUP, LLC holds $7,737,325 across 6 Oil & Gas Midstream names. EPD ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
144,704 | $2,766,740 | |
| 2 | MPLX |
Mplx LP
|
29,190 | $1,644,272 | |
| 3 | PAA |
Plains All American Pipeline LP
|
63,547 | $1,414,556 | |
| 4 | EPD |
Enterprise Products Partners L.P.
This page
|
21,313 | $783,465 | |
| 5 | WMB |
Williams Companies, Inc.
|
8,024 | $596,504 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
16,634 | $531,788 |
All Filings in EPD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,465 | 21,313 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $836,150 | 22,097 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $607,440 | 18,947 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $647,351 | 20,702 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $784,894 | 25,311 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $948,853 | 27,793 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $912,952 | 29,112 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $785,620 | 26,988 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $625,069 | 21,569 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $624,948 | 21,417 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $498,621 | 18,923 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $543,787 | 19,868 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $595,193 | 22,588 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $679,408 | 26,232 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $668,895 | 27,732 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $660,751 | 27,786 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $660,451 | 27,101 | Shares | Sole | 2022-07-25 | |
| 2020-12-31 | $7,836 | 400 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||