ELEVATION WEALTH PARTNERS, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 1976256 WALNUT CREEK, CA

Position in EPD

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$130,240

-$1,935 QoQ

Shares Held

3,543

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,399

of 1,587 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $301,925 across 11 Oil & Gas Midstream names. EPD ranks #1 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P. This page	3,543	$130,240
2	KMI	Kinder Morgan, Inc.	2,279	$72,859
3	WMB	Williams Companies, Inc.	373	$27,728
4	OKE	Oneok Inc /New/	301	$26,168
5	LNG	Cheniere Energy, Inc.	52	$12,428
6	TRGP	Targa Resources Corp.	40	$10,725
7	AM	Antero Midstream Corp	438	$9,964
8	ENB	Enbridge Inc	92	$4,987

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$130,240	3,543	+1.4%	Shares	Sole	2026-07-08
2026-03-31	$132,175	3,493	+1.5%	Shares	Sole	2026-04-14
2025-12-31	$110,350	3,442	+1.7%	Shares	Sole	2026-01-09
2025-09-30	$105,817	3,384	+1.7%	Shares	Sole	2025-10-14
2025-06-30	$103,201	3,328	+1.7%	Shares	Sole	2025-07-08
2025-03-31	$111,740	3,273	+1.6%	Shares	Sole	2025-04-09
2024-12-31	$101,041	3,222	+1.7%	Shares	Sole	2025-01-29
2024-09-30	$92,220	3,168	+1.8%	Shares	Sole	2024-10-04
2024-06-30	$90,156	3,111	-16.5%	Shares	Sole	2024-07-09
2024-03-31	$108,724	3,726	-2.4%	Shares	Sole	2024-04-19
2023-12-31	$100,630	3,819	0.0%	Shares	Sole	2024-01-17
2023-09-30	$104,526	3,819	0.0%	Shares	Sole	2023-10-10
2023-06-30	$100,630	3,819	-35.2%	Shares	Sole	2023-07-06
2023-03-31	$152,654	5,894	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.