Position in EPD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$570,956
+$78,393 QoQ
Shares Held
15,532
+19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#846
of 1,589 holders
Holding Since
Jun 2024
9 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, 2026Fermata Advisors, LLC holds $1,362,472 across 3 Oil & Gas Midstream names. EPD ranks #1 (41.9% of the industry book) .
All Filings in EPD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,956 | 15,532 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $492,563 | 13,017 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $393,696 | 12,280 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $377,679 | 12,078 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $332,644 | 10,727 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $330,304 | 9,675 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $325,736 | 10,387 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $288,596 | 9,914 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $248,764 | 8,584 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||