SOA Wealth Advisors, LLC.
Position in EPD — Enterprise Products Partners L.P.
CIK 1849444
NEW YORK, NY
Position in EPD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$243,020
-$6,724 QoQ
Shares Held
6,611
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,243
of 1,589 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $16,419,896 across 9 Oil & Gas Midstream names. EPD ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
81,671 | $7,100,476 | |
| 2 | WMB |
Williams Companies, Inc.
|
78,510 | $5,836,433 | |
| 3 | ET |
Energy Transfer LP
|
87,219 | $1,667,627 | |
| 4 | AM |
Antero Midstream Corp
|
56,533 | $1,286,125 | |
| 5 | EPD |
Enterprise Products Partners L.P.
This page
|
6,611 | $243,020 | |
| 6 | MPLX |
Mplx LP
|
3,191 | $179,749 | |
| 7 | ENB |
Enbridge Inc
|
915 | $49,602 | |
| 8 | DTM |
DT Midstream, Inc.
|
278 | $40,793 |
All Filings in EPD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,020 | 6,611 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $249,744 | 6,600 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $211,243 | 6,589 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $211,041 | 6,749 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $208,914 | 6,737 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $229,591 | 6,725 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $216,227 | 6,895 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $193,959 | 6,663 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $221,088 | 7,629 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $284,096 | 9,736 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $255,384 | 9,692 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $233,110 | 8,517 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $223,342 | 8,476 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $221,859 | 8,566 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $205,623 | 8,525 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $225,505 | 9,483 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $205,780 | 8,444 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $216,984 | 8,407 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $183,958 | 8,377 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $216,313 | 9,996 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $284,130 | 11,775 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $299,207 | 13,588 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $260,527 | 13,299 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||