Amplius Wealth Advisors, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1900584
BLUE BELL, PA
Position in EPD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$252,614
+$245,346 QoQ
Shares Held
6,872
+1976.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,229
of 1,589 holders
Holding Since
Dec 2021
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Amplius Wealth Advisors, LLC holds $709,314 across 2 Oil & Gas Midstream names. EPD ranks #2 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
23,886 | $456,700 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
6,872 | $252,614 |
All Filings in EPD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,614 | 6,872 | Shares | Sole | 2026-07-17 | |
| 2021-12-31 | $7,268 | 331 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||