Heirloom Wealth Management

Position in EPD — Enterprise Products Partners L.P.

CIK 1882903 GREENWOOD VILLAGE, CO

Position in EPD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$778,062

-$96,496 QoQ

Shares Held

21,166

-8.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#741

of 1,589 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Heirloom Wealth Management holds $2,149,437 across 2 Oil & Gas Midstream names. EPD ranks #2 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CQP	Cheniere Energy Partners, L.P.	22,500	$1,371,375
2	EPD	Enterprise Products Partners L.P. This page	21,166	$778,062

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$778,062	21,166	-8.4%	Shares	Sole	2026-08-03
2026-03-31	$874,558	23,112	+41.6%	Shares	Sole	2026-04-15
2025-12-31	$523,187	16,319	0.0%	Shares	Sole	2026-01-15
2025-09-30	$510,295	16,319	0.0%	Shares	Sole	2025-11-10
2025-06-30	$506,052	16,319	0.0%	Shares	Sole	2025-07-31
2025-03-31	$557,130	16,319	0.0%	Shares	Sole	2025-04-24
2024-12-31	$511,763	16,319	0.0%	Shares	Sole	2025-01-22
2024-09-30	$475,046	16,319	0.0%	Shares	Sole	2024-10-16
2024-06-30	$472,924	16,319	0.0%	Shares	Sole	2024-07-31
2024-03-31	$476,188	16,319	0.0%	Shares	Sole	2024-04-24
2023-12-31	$430,005	16,319	0.0%	Shares	Sole	2024-01-31
2023-09-30	$446,651	16,319	-0.3%	Shares	Sole	2023-10-23
2023-06-30	$431,138	16,362	+0.3%	Shares	Sole	2023-08-08
2023-03-31	$422,662	16,319	0.0%	Shares	Sole	2023-04-27
2022-12-31	$393,614	16,319	0.0%	Shares	Sole	2023-02-01
2022-06-30	$397,694	16,319	-3.5%	Shares	Sole	2022-08-10
2022-03-31	$436,292	16,904	-6.8%	Shares	Sole	2022-05-17
2021-12-31	$398,178	18,132	—	Shares	Sole	2022-01-25
No filing history on record for this holder in this stock.