Forum Financial Management, LP
Position in EPD — Enterprise Products Partners L.P.
CIK 1911832
LOMBARD, IL
Position in EPD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,559,947
-$38,262 QoQ
Shares Held
42,436
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#497
of 1,589 holders
Holding Since
Dec 2021
19 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, 2026Forum Financial Management, LP holds $27,491,683 across 9 Oil & Gas Midstream names. EPD ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
147,028 | $12,782,614 | |
| 2 | ET |
Energy Transfer LP
|
392,423 | $7,503,127 | |
| 3 | MPLX |
Mplx LP
|
62,292 | $3,508,908 | |
| 4 | EPD |
Enterprise Products Partners L.P.
This page
|
42,436 | $1,559,947 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
27,784 | $888,254 | |
| 6 | WMB |
Williams Companies, Inc.
|
8,409 | $625,125 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
1,122 | $268,169 | |
| 8 | ENB |
Enbridge Inc
|
4,496 | $243,728 |
All Filings in EPD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,559,947 | 42,436 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,598,209 | 42,236 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $1,132,006 | 35,309 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $625,087 | 19,990 | Shares | Other | 2025-10-24 | |
| 2025-06-30 | $613,191 | 19,774 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $667,949 | 19,565 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $607,443 | 19,370 | Shares | Other | 2025-02-20 | |
| 2024-09-30 | $825,675 | 28,364 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $820,886 | 28,326 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $860,196 | 29,479 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $510,399 | 19,370 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $752,099 | 27,479 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $866,519 | 32,885 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $696,321 | 26,885 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $609,464 | 25,268 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $593,001 | 24,937 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $545,376 | 22,379 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $538,551 | 20,866 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $458,239 | 20,867 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||