Position in EPD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$280,442
-$7,860 QoQ
Shares Held
7,629
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,179
of 1,589 holders
Holding Since
Mar 2020
26 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, 2026WEALTH ALLIANCE, LLC holds $4,433,579 across 7 Oil & Gas Midstream names. EPD ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
38,177 | $2,069,575 | |
| 2 | WMB |
Williams Companies, Inc.
|
13,204 | $981,585 | |
| 3 | TRGP |
Targa Resources Corp.
|
1,572 | $421,516 | |
| 4 | OKE |
Oneok Inc /New/
|
3,994 | $347,238 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
10,423 | $333,223 | |
| 6 | EPD |
Enterprise Products Partners L.P.
This page
|
7,629 | $280,442 | |
| 7 | TNCAF |
Tc Energy Corp
|
19,978 | $0 |
All Filings in EPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,442 | 7,629 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $288,302 | 7,619 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $451,084 | 14,070 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $439,218 | 14,046 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $441,427 | 14,235 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $485,914 | 14,233 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $456,288 | 14,550 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $609,243 | 20,929 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $664,656 | 22,935 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $748,496 | 25,651 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $796,771 | 30,238 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $838,260 | 30,627 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $827,390 | 31,400 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $860,449 | 33,222 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $508,110 | 21,066 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $664,031 | 27,924 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $537,236 | 22,045 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $701,850 | 27,193 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $479,803 | 21,849 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $466,817 | 21,572 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $526,178 | 21,806 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $403,714 | 18,334 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $561,331 | 28,654 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $323,458 | 20,485 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $398,086 | 21,909 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $318,503 | 22,273 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||