Acumen Wealth Advisors, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 1939202 CHATTANOOGA, TN

Position in EPD

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

Position Value

$71,057

-$17,223 QoQ

Shares Held

1,933

-17.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,443

of 1,589 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $4,671,391 across 5 Oil & Gas Midstream names. EPD ranks #3 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRGP	Targa Resources Corp.	8,977	$2,407,092
2	WMB	Williams Companies, Inc.	28,138	$2,091,778
3	EPD	Enterprise Products Partners L.P. This page	1,933	$71,057
4	MPLX	Mplx LP	1,253	$70,581
5	KMI	Kinder Morgan, Inc.	966	$30,883

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$71,057	1,933	-17.1%	Shares	Sole	2026-08-03
2026-03-31	$88,280	2,333	-51.7%	Shares	Sole	2026-05-13
2025-12-31	$154,913	4,832	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.