Position in EPD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$230,779
+$19,103 QoQ
Shares Held
6,278
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,272
of 1,589 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Bison Wealth, LLC holds $987,739 across 3 Oil & Gas Midstream names. EPD ranks #3 (23.4% of the industry book) .
All Filings in EPD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,779 | 6,278 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $211,676 | 5,594 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $549,590 | 17,723 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $251,748 | 7,374 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $237,395 | 7,570 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||