Morton Capital Management LLC/CA
Position in EPD — Enterprise Products Partners L.P.
CIK 2002628
CALABASAS, CA
Position in EPD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$896,833
-$18,667 QoQ
Shares Held
24,397
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#681
of 1,589 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Morton Capital Management LLC/CA holds $3,684,545 across 4 Oil & Gas Midstream names. EPD ranks #3 (24.3% of the industry book) .
All Filings in EPD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896,833 | 24,397 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $915,500 | 24,194 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $760,847 | 23,732 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $730,185 | 23,351 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $948,130 | 30,575 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $781,669 | 22,896 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $711,432 | 22,686 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $654,101 | 22,470 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $644,631 | 22,244 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $642,631 | 22,023 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $574,192 | 21,791 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $590,179 | 21,563 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $562,414 | 21,344 | Shares | Sole | 2023-12-05 | |
| 2023-03-31 | $547,215 | 21,128 | Shares | Sole | 2023-12-05 | |
| 2022-12-31 | $498,753 | 20,678 | Shares | Sole | 2023-12-05 | |
| 2022-09-30 | $538,640 | 22,651 | Shares | Sole | 2023-12-05 | |
| 2022-06-30 | $571,744 | 23,461 | Shares | Sole | 2023-12-05 | |
| 2022-03-31 | $541,597 | 20,984 | Shares | Sole | 2023-12-05 | |
| 2021-12-31 | $403,756 | 18,386 | Shares | Sole | 2023-12-05 | |
| No filing history on record for this holder in this stock. | ||||||