Position in EPD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$248,019
+$214,466 QoQ
Shares Held
6,747
+419.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,237
of 1,589 holders
Holding Since
Sep 2021
3 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, 2026Herold Advisors, Inc. holds $4,104,564 across 5 Oil & Gas Midstream names. EPD ranks #5 (6.0% of the industry book) .
All Filings in EPD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,019 | 6,747 | Shares | Sole | 2026-07-22 | |
| 2022-03-31 | $33,553 | 1,300 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $28,132 | 1,300 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||