Ascentis Independent Advisors

Position in EPD — Enterprise Products Partners L.P.

CIK 1845003 DALLAS, TX

Position in EPD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,146

-$2,511,929 QoQ

Shares Held

140

-99.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,557

of 1,584 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Ascentis Independent Advisors holds $148,272 across 5 Oil & Gas Midstream names. EPD ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTM	DT Midstream, Inc.	559	$82,027
2	TRP	Tc Energy Corp	737	$48,850
3	PAA	Plains All American Pipeline LP	514	$11,441
4	EPD	Enterprise Products Partners L.P. This page	140	$5,146
5	SOBO	South Bow Corp	23	$808

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,146	140	-99.8%	Shares	Sole	2026-08-04
2026-03-31	$2,517,075	66,519	+59.3%	Shares	Sole	2026-04-28
2025-12-31	$1,338,825	41,760	-2.7%	Shares	Sole	2026-01-29
2025-09-30	$1,341,451	42,899	-3.2%	Shares	Sole	2025-10-21
2025-06-30	$1,373,680	44,298	+4.2%	Shares	Sole	2025-07-14
2025-03-31	$1,450,950	42,500	-0.7%	Shares	Sole	2025-04-23
2024-12-31	$1,342,113	42,797	+17.3%	Shares	Sole	2025-01-24
2024-09-30	$1,062,427	36,497	-2.3%	Shares	Sole	2024-10-25
2024-06-30	$1,082,142	37,341	+13.5%	Shares	Sole	2024-07-29
2023-12-31	$866,572	32,887	+8.1%	Shares	Sole	2024-02-02
2023-09-30	$832,951	30,433	+2.6%	Shares	Sole	2023-10-20
2023-06-30	$781,382	29,654	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.