Wescott Financial Advisory Group, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1864880
Philadelphia, PA
Position in EPD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$270,994
-$7,697 QoQ
Shares Held
7,372
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,192
of 1,589 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $682,437 across 2 Oil & Gas Midstream names. EPD ranks #2 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
21,519 | $411,443 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
7,372 | $270,994 |
All Filings in EPD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,994 | 7,372 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $278,691 | 7,365 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $235,865 | 7,357 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $236,338 | 7,558 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $227,582 | 7,339 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $284,420 | 8,331 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $214,220 | 6,831 | Shares | Sole | 2025-02-12 | |
| 2020-12-31 | $712,488 | 36,370 | Shares | Sole | 2021-06-25 | |
| No filing history on record for this holder in this stock. | ||||||