BEAM WEALTH ADVISORS, INC.
Position in EPD — Enterprise Products Partners L.P.
CIK 1803426
COVINGTON, LA
Position in EPD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$791,148
-$73,609 QoQ
Shares Held
21,522
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#729
of 1,589 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026BEAM WEALTH ADVISORS, INC. holds $2,751,808 across 3 Oil & Gas Midstream names. EPD ranks #2 (28.8% of the industry book) .
All Filings in EPD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,148 | 21,522 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $864,757 | 22,853 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $799,351 | 24,933 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $805,921 | 25,773 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $979,947 | 31,601 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,077,287 | 31,555 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,007,220 | 32,118 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $871,902 | 29,952 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $844,795 | 29,151 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||