Mowery & Schoenfeld Wealth Management, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 2019946
LINCOLNSHIRE, IL
Position in EPD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$58,816
-$1,728 QoQ
Shares Held
1,600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,452
of 1,589 holders
Holding Since
Sep 2025
4 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $235,259 across 4 Oil & Gas Midstream names. EPD ranks #2 (25.0% of the industry book) .
All Filings in EPD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,816 | 1,600 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $60,544 | 1,600 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $51,296 | 1,600 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $50,032 | 1,600 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||