Collaborative Wealth Managment Inc.

Position in EPD — Enterprise Products Partners L.P.

CIK 1896419 LAKE MARY, FL

Position in EPD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$538,350

-$65,008 QoQ

Shares Held

14,645

-8.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.98%

of 13F equity value

Holder Rank

#875

of 1,589 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Collaborative Wealth Managment Inc. holds $787,606 across 2 Oil & Gas Midstream names. EPD ranks #1 (68.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	EPD	Enterprise Products Partners L.P. This page	14,645	$538,350
2	OKE	Oneok Inc /New/	2,867	$249,256

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,350	14,645	-8.2%	Shares	Sole	2026-08-05
2026-03-31	$603,358	15,945	0.0%	Shares	Sole	2026-05-05
2025-12-31	$511,196	15,945	-7.1%	Shares	Sole	2026-02-09
2025-09-30	$536,593	17,160	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$544,225	17,550	-0.1%	Shares	Sole	2025-08-08
2025-03-31	$599,908	17,572	+2.5%	Shares	Sole	2025-05-08
2024-12-31	$537,573	17,142	-6.0%	Shares	Sole	2025-02-10
2024-09-30	$530,995	18,241	+2.2%	Shares	Sole	2024-11-12
2024-06-30	$517,032	17,841	+7.3%	Shares	Sole	2024-08-09
2024-03-31	$485,321	16,632	0.0%	Shares	Sole	2024-05-10
2023-12-31	$438,253	16,632	0.0%	Shares	Sole	2024-02-07
2023-09-30	$455,217	16,632	0.0%	Shares	Sole	2023-11-09
2023-06-30	$438,253	16,632	-2.8%	Shares	Sole	2023-08-07
2023-03-31	$443,382	17,119	+2.9%	Shares	Sole	2023-05-08
2022-12-31	$401,380	16,641	+1.3%	Shares	Sole	2023-02-10
2022-09-30	$390,824	16,435	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$402,080	16,499	+0.5%	Shares	Sole	2022-08-15
2021-12-31	$360,539	16,418	-0.4%	Shares	Sole	2022-02-11
2021-03-31	$363,131	16,491	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.