Root Financial Partners, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 1977181
ENCINITAS, CA
Position in EPD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,162,829
-$34,163 QoQ
Shares Held
31,633
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#587
of 1,584 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Root Financial Partners, LLC holds $2,297,588 across 5 Oil & Gas Midstream names. EPD ranks #1 (50.6% of the industry book) .
All Filings in EPD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,162,829 | 31,633 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,196,992 | 31,633 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,015,596 | 31,678 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,010,302 | 32,309 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $940,812 | 30,339 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,078,414 | 31,588 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $953,375 | 30,401 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $801,456 | 27,532 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||