Concurrent Investment Advisors, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 2001015 Tampa, FL

Position in EPD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,590,166

-$51,361 QoQ

Shares Held

152,072

+2.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#59

of 689 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $49,999,095 across 16 Oil & Gas Midstream names. EPD ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	176,800	$15,370,991
2	ET	Energy Transfer LP	360,079	$6,884,710
3	EPD	Enterprise Products Partners L.P. This page	152,072	$5,590,166
4	KMI	Kinder Morgan, Inc.	153,439	$4,905,444
5	ENB	Enbridge Inc	75,270	$4,080,386
6	WMB	Williams Companies, Inc.	47,087	$3,500,446
7	LNG	Cheniere Energy, Inc.	8,503	$2,032,301
8	SBR	Sabine Royalty Trust	22,951	$1,680,013

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,590,166	152,072	+2.0%	Shares	Sole	2026-07-27
2026-03-31	$5,641,527	149,089	+1.4%	Shares	Sole	2026-04-21
2025-12-31	$4,711,665	146,964	+2.0%	Shares	Sole	2026-01-29
2025-09-30	$4,505,913	144,097	+2.5%	Shares	Sole	2025-10-27
2025-06-30	$4,360,967	140,631	+2.6%	Shares	Sole	2025-07-25
2025-03-31	$4,679,091	137,056	+2.5%	Shares	Sole	2025-04-29
2024-12-31	$4,191,389	133,654	+13.7%	Shares	Sole	2025-02-03
2024-09-30	$3,420,861	117,515	+4.4%	Shares	Sole	2024-10-30
2024-06-30	$3,263,205	112,602	+18.5%	Shares	Sole	2024-07-30
2024-03-31	$2,773,033	95,032	+1.3%	Shares	Sole	2024-05-07
2023-12-31	$2,472,710	93,841	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.