SAX WEALTH ADVISORS, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1846150
PARSIPPANY, NJ
Position in EPD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$376,790
+$19,165 QoQ
Shares Held
10,250
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,027
of 1,589 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $686,491 across 2 Oil & Gas Midstream names. EPD ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
10,250 | $376,790 | |
| 2 | ENB |
Enbridge Inc
|
5,713 | $309,701 |
All Filings in EPD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,790 | 10,250 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $357,625 | 9,451 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $302,999 | 9,451 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $239,965 | 7,674 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $237,257 | 7,651 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $244,544 | 7,163 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $215,286 | 6,865 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $245,112 | 8,458 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $246,804 | 8,458 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||