Cyndeo Wealth Partners, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 1950947 ST. PETERSBURG, FL

Position in EPD

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$983,109

-$144,031 QoQ

Shares Held

26,744

-10.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#641

of 1,589 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $27,808,207 across 6 Oil & Gas Midstream names. EPD ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	337,210	$10,780,603
2	OKE	Oneok Inc /New/	123,497	$10,736,829
3	WMB	Williams Companies, Inc.	63,760	$4,739,918
4	EPD	Enterprise Products Partners L.P. This page	26,744	$983,109
5	ET	Energy Transfer LP	25,654	$490,504
6	NAT	NORDIC AMERICAN TANKERS Ltd	13,943	$77,244

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$983,109	26,744	-10.2%	Shares	Sole	2026-07-21
2026-03-31	$1,127,140	29,787	-76.5%	Shares	Sole	2026-04-13
2025-12-31	$4,070,209	126,956	+0.8%	Shares	Sole	2026-01-07
2025-09-30	$3,939,738	125,991	-3.7%	Shares	Sole	2025-10-10
2025-06-30	$4,055,890	130,793	-1.9%	Shares	Sole	2025-07-24
2025-03-31	$4,552,842	133,358	+20.0%	Shares	Sole	2025-04-17
2024-12-31	$3,485,852	111,156	+0.2%	Shares	Sole	2025-01-21
2024-09-30	$3,227,920	110,887	+0.3%	Shares	Sole	2024-10-18
2024-06-30	$3,205,130	110,598	+4.5%	Shares	Sole	2024-07-30
2024-03-31	$3,088,177	105,832	+43.6%	Shares	Sole	2024-04-17
2023-12-31	$1,941,573	73,684	-0.6%	Shares	Sole	2024-01-12
2023-09-30	$2,029,512	74,151	-18.3%	Shares	Sole	2023-10-10
2023-06-30	$2,392,527	90,798	-0.9%	Shares	Sole	2023-07-27
2023-03-31	$2,372,880	91,617	+4.3%	Shares	Sole	2023-04-25
2022-12-31	$2,119,545	87,875	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.