Cascade Financial Partners, LLC

Position in EPD — Enterprise Products Partners L.P.

CIK 2021208 SAN DIEGO, CA

Position in EPD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,711,288

-$87,890 QoQ

Shares Held

46,553

-2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#480

of 1,587 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cascade Financial Partners, LLC holds $5,495,937 across 7 Oil & Gas Midstream names. EPD ranks #1 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P. This page	46,553	$1,711,288
2	ET	Energy Transfer LP	72,645	$1,388,972
3	MPLX	Mplx LP	17,616	$992,309
4	PAA	Plains All American Pipeline LP	25,659	$571,169
5	WES	Western Midstream Partners, LP	8,926	$390,601
6	HESM	Hess Midstream LP	6,193	$232,856
7	OKE	Oneok Inc /New/	2,401	$208,742

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,711,288	46,553	-2.1%	Shares	Sole	2026-08-04
2026-03-31	$1,799,178	47,547	+7.3%	Shares	Sole	2026-05-12
2025-12-31	$1,420,899	44,320	+13.9%	Shares	Sole	2026-02-06
2025-09-30	$1,217,028	38,920	+3.8%	Shares	Sole	2025-10-21
2025-06-30	$1,162,409	37,485	+2.6%	Shares	Sole	2025-08-07
2025-03-31	$1,247,304	36,535	-0.5%	Shares	Sole	2025-05-13
2024-12-31	$1,152,009	36,735	+2.6%	Shares	Sole	2025-02-07
2024-09-30	$1,042,399	35,809	0.0%	Shares	Sole	2024-10-25
2024-06-30	$1,037,744	35,809	0.0%	Shares	Sole	2024-07-31
2024-03-31	$1,044,906	35,809	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.