Position in EPD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$61,720
-$943 QoQ
Shares Held
1,679
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,450
of 1,589 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $339,864 across 3 Oil & Gas Midstream names. EPD ranks #2 (18.2% of the industry book) .
All Filings in EPD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,720 | 1,679 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $62,663 | 1,656 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $52,289 | 1,631 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $50,157 | 1,604 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $48,902 | 1,577 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $52,951 | 1,551 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $47,886 | 1,527 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||