Marshall & Sterling Wealth Advisors Inc.
Position in EPD — Enterprise Products Partners L.P.
CIK 2056315
POUGHKEEPSIE, NY
Position in EPD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$38,892
-$1,142 QoQ
Shares Held
1,058
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,483
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, 2026Marshall & Sterling Wealth Advisors Inc. holds $47,586 across 2 Oil & Gas Midstream names. EPD ranks #1 (81.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
1,058 | $38,892 | |
| 2 | OKE |
Oneok Inc /New/
|
100 | $8,694 |
All Filings in EPD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,892 | 1,058 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $40,034 | 1,058 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $38,343 | 1,196 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $37,398 | 1,196 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $37,087 | 1,196 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $40,831 | 1,196 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $37,506 | 1,196 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||