Concord Wealth Partners

Position in EPD — Enterprise Products Partners L.P.

CIK 1814214 ABINGDON, VA

Position in EPD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$22,056

+$457 QoQ

Shares Held

600

-19.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,512

of 1,589 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Concord Wealth Partners holds $396,647 across 9 Oil & Gas Midstream names. EPD ranks #6 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP	6,316	$120,761
2	KMI	Kinder Morgan, Inc.	2,152	$68,799
3	DTM	DT Midstream, Inc.	410	$60,163
4	ENB	Enbridge Inc	788	$42,717
5	WMB	Williams Companies, Inc.	500	$37,170
6	EPD	Enterprise Products Partners L.P. This page	600	$22,056
7	MPLX	Mplx LP	389	$21,912
8	LPG	Dorian Lpg Ltd.	500	$17,390

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,056	600	-19.1%	Shares	Sole	2026-07-27
2024-09-30	$21,599	742	+74100.0%	Shares	Sole	2024-10-24
2024-06-30	$28	1	-100.0%	Shares	Sole	2024-07-31
2024-03-31	$104,931	3,596	+429.6%	Shares	Sole	2024-04-30
2023-12-31	$17,891	679	-64.5%	Shares	Sole	2024-04-30
2023-09-30	$52,276	1,910	-19.5%	Shares	Sole	2024-04-30
2023-06-30	$62,528	2,373	-17.3%	Shares	Sole	2023-08-08
2023-03-31	$74,333	2,870	-8.5%	Shares	Sole	2023-04-26
2022-12-31	$75,640	3,136	-7.6%	Shares	Sole	2023-01-30
2022-06-30	$82,687	3,393	+6.5%	Shares	Sole	2022-08-04
2022-03-31	$82,230	3,186	-16.0%	Shares	Sole	2022-04-20
2021-12-31	$83,316	3,794	+34.3%	Shares	Sole	2022-01-21
2021-09-30	$61,133	2,825	-27.3%	Shares	Sole	2021-11-09
2021-06-30	$93,793	3,887	-19.0%	Shares	Sole	2021-07-29
2021-03-31	$105,673	4,799	-16.4%	Shares	Sole	2021-05-13
2020-12-31	$112,446	5,740	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.