Position in EPD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$347,124
-$10,199 QoQ
Shares Held
9,443
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,067
of 1,589 holders
Holding Since
Dec 2025
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, 2026Sun Financial Inc holds $1,714,518 across 3 Oil & Gas Midstream names. EPD ranks #2 (20.2% of the industry book) .
All Filings in EPD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,124 | 9,443 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $357,323 | 9,443 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $314,412 | 9,807 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||