DIVERSIFY WEALTH MANAGEMENT, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 2030780
SANDY, UT
Position in EPD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,056,225
+$296,058 QoQ
Shares Held
28,733
+43.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#615
of 1,589 holders
Holding Since
Jun 2024
3 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $16,557,364 across 11 Oil & Gas Midstream names. EPD ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
49,777 | $3,700,422 | |
| 2 | ENB |
Enbridge Inc
|
60,387 | $3,273,579 | |
| 3 | ET |
Energy Transfer LP
|
99,789 | $1,907,965 | |
| 4 | OKE |
Oneok Inc /New/
|
21,829 | $1,897,813 | |
| 5 | KNTK |
Kinetik Holdings Inc.
|
33,846 | $1,636,115 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
45,970 | $1,469,660 | |
| 7 | EPD |
Enterprise Products Partners L.P.
This page
|
28,733 | $1,056,225 | |
| 8 | MPLX |
Mplx LP
|
10,467 | $589,606 |
All Filings in EPD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,056,225 | 28,733 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $760,167 | 20,089 | Shares | Sole | 2026-05-01 | |
| 2024-06-30 | $317,446 | 10,954 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||