AA Financial Advisors, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 2016899
Columbus, OH
Position in EPD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$504,788
+$1,252 QoQ
Shares Held
13,732
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#908
of 1,589 holders
Holding Since
Mar 2025
6 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, 2026AA Financial Advisors, LLC holds $766,738 across 2 Oil & Gas Midstream names. EPD ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
13,732 | $504,788 | |
| 2 | OKE |
Oneok Inc /New/
|
3,013 | $261,950 |
All Filings in EPD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,788 | 13,732 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $503,536 | 13,307 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $409,502 | 12,773 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $388,529 | 12,425 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $380,895 | 12,283 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $207,707 | 6,084 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||