Uptown Financial Advisors LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 2066147
DALLAS, TX
Position in EPD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,766,354
-$51,895 QoQ
Shares Held
48,051
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
10.04%
of 13F equity value
Holder Rank
#470
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, 2026Uptown Financial Advisors LLC holds $4,450,767 across 3 Oil & Gas Midstream names. EPD ranks #2 (39.7% 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 | $1,766,354 | 48,051 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,818,249 | 48,051 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,540,515 | 48,051 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,502,554 | 48,051 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,490,061 | 48,051 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,640,461 | 48,051 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,506,879 | 48,051 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||