WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1812177
HIGHLAND PARK, IL
Position in EPD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$381,311
-$20,814 QoQ
Shares Held
10,373
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,024
of 1,589 holders
Holding Since
Sep 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $2,341,059 across 6 Oil & Gas Midstream names. EPD ranks #3 (16.3% of the industry book) .
All Filings in EPD
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,311 | 10,373 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $402,125 | 10,627 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $340,573 | 10,623 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $324,238 | 10,369 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $321,542 | 10,369 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $353,997 | 10,369 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $325,171 | 10,369 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $372,724 | 12,804 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $370,393 | 12,781 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $336,182 | 11,521 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $303,578 | 11,521 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $263,600 | 9,631 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $253,776 | 9,631 | Shares | Sole | 2023-08-11 | |
| 2021-09-30 | $125,512 | 5,800 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $139,954 | 5,800 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $127,716 | 5,800 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $113,622 | 5,800 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $91,582 | 5,800 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||