FSM Wealth Advisors, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 1942548 CLEVELAND, OH

Position in EPD

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,512,747

-$144,228 QoQ

Shares Held

41,152

-6.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#503

of 1,587 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Energy · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $2,529,376 across 3 Oil & Gas Midstream names. EPD ranks #1 (59.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P. This page	41,152	$1,512,747
2	WMB	Williams Companies, Inc.	8,038	$597,544
3	TRP	Tc Energy Corp	6,322	$419,085

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,512,747	41,152	-6.0%	Shares	Sole	2026-07-15
2026-03-31	$1,656,975	43,789	-5.2%	Shares	Sole	2026-04-27
2025-12-31	$1,480,626	46,183	-18.6%	Shares	Sole	2026-01-23
2025-09-30	$1,775,166	56,769	-0.8%	Shares	Sole	2025-10-17
2025-06-30	$1,774,919	57,237	-0.7%	Shares	Sole	2025-07-31
2025-03-31	$1,968,171	57,650	+48.9%	Shares	Sole	2025-04-28
2024-12-31	$1,214,008	38,712	+18.4%	Shares	Sole	2025-01-24
2024-09-30	$951,838	32,698	+0.9%	Shares	Sole	2024-10-30
2024-06-30	$938,980	32,401	-5.7%	Shares	Sole	2024-07-12
2024-03-31	$1,002,712	34,363	-0.8%	Shares	Sole	2024-05-14
2023-12-31	$913,185	34,656	+2.7%	Shares	Sole	2024-05-14
2023-09-30	$923,874	33,755	-10.5%	Shares	Sole	2023-11-14
2023-06-30	$993,948	37,721	-4.6%	Shares	Sole	2023-07-12
2023-03-31	$1,024,526	39,557	+6.3%	Shares	Sole	2023-04-24
2022-12-31	$897,625	37,215	+1.1%	Shares	Sole	2023-01-19
2022-09-30	$875,008	36,796	+2.6%	Shares	Sole	2022-10-24
2022-06-30	$873,713	35,852	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.