KINGSWOOD WEALTH ADVISORS, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 1987855 SAN DIEGO, CA

Position in EPD

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$855,411

+$97,577 QoQ

Shares Held

22,606

-4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $10,248,584 across 10 Oil & Gas Midstream names. EPD ranks #5 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNG	Cheniere Energy, Inc.	12,941	$3,672,138
2	OKE	Oneok Inc /New/	15,977	$1,444,161
3	ET	Energy Transfer LP	64,949	$1,253,515
4	WMB	Williams Companies, Inc.	14,528	$1,057,347
5	EPD	Enterprise Products Partners L.P. This page	22,606	$855,411
6	ENB	Enbridge Inc	15,410	$834,297
7	KMI	Kinder Morgan, Inc.	12,179	$408,361
8	PBT	Permian Basin Royalty Trust	12,439	$267,687

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$855,411	22,606	-4.4%	Shares	Sole	2026-04-28
2025-12-31	$757,834	23,638	+8.8%	Shares	Sole	2026-01-28
2025-09-30	$679,559	21,732	+20.2%	Shares	Sole	2025-10-23
2025-06-30	$560,753	18,083	-5.5%	Shares	Sole	2025-07-23
2025-03-31	$653,473	19,141	-24.2%	Shares	Sole	2025-07-25
2024-12-31	$791,902	25,252	+13.0%	Shares	Sole	2025-01-22
2024-09-30	$650,608	22,350	+6.8%	Shares	Sole	2024-10-21
2024-06-30	$606,551	20,930	+19.8%	Shares	Sole	2024-07-09
2024-03-31	$509,657	17,466	+104.9%	Shares	Sole	2024-04-15
2023-06-30	$224,607	8,524	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.