WJ Financial Advisors LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 2095682
KILLINGWORTH, CT
Position in EPD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$638,852
-$1,287 QoQ
Shares Held
17,379
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#807
of 1,589 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026WJ Financial Advisors LLC holds $3,474,331 across 5 Oil & Gas Midstream names. EPD ranks #3 (18.4% of the industry book) .
All Filings in EPD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638,852 | 17,379 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $640,139 | 16,917 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $542,679 | 16,927 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $529,307 | 16,927 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||