Optimist Retirement Group LLC
PensionPosition in EPD — Enterprise Products Partners L.P.
CIK 2011850
BELLEVUE, WA
Position in EPD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,314,262
-$81,274 QoQ
Shares Held
62,956
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#411
of 1,591 holders
Holding Since
Dec 2023
11 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, 2026Optimist Retirement Group LLC holds $4,773,984 across 2 Oil & Gas Midstream names. EPD ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRO |
Frontline plc
|
70,702 | $2,459,722 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
62,956 | $2,314,262 |
All Filings in EPD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,314,262 | 62,956 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,395,536 | 63,307 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,053,923 | 64,065 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,003,593 | 64,074 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,979,027 | 63,819 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,170,894 | 63,588 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,100,179 | 66,970 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,952,698 | 67,080 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,881,613 | 64,928 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,880,942 | 64,460 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,669,667 | 63,365 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||