INDEPENDENT FINANCIAL GROUP, LLC
Position in EPD — Enterprise Products Partners L.P.
CIK 275484
SAN DIEGO, CA
Position in EPD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,286,952
-$102,861 QoQ
Shares Held
171,027
+1.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#52
of 689 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $18,040,968 across 15 Oil & Gas Midstream names. EPD ranks #1 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
This page
|
171,027 | $6,286,952 | |
| 2 | ET |
Energy Transfer LP
|
175,693 | $3,359,250 | |
| 3 | WES |
Western Midstream Partners, LP
|
34,393 | $1,505,037 | |
| 4 | ENB |
Enbridge Inc
|
22,657 | $1,228,235 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
32,046 | $1,024,510 | |
| 6 | SBR |
Sabine Royalty Trust
|
11,154 | $816,472 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
22,434 | $544,473 | |
| 8 | WMB |
Williams Companies, Inc.
|
7,320 | $544,168 |
All Filings in EPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,286,952 | 171,027 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,389,813 | 168,864 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,180,751 | 192,787 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $5,395,857 | 172,557 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $5,519,128 | 177,979 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $5,697,044 | 166,873 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $4,893,539 | 156,044 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $4,149,019 | 142,529 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $3,050,608 | 105,266 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $2,659,115 | 91,128 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $2,228,683 | 84,580 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $2,278,579 | 83,251 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $2,044,786 | 77,601 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,876,869 | 72,466 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,574,360 | 65,272 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $999,425 | 42,028 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,772,283 | 72,724 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $2,000,171 | 77,496 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $1,381,964 | 62,931 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $1,034,824 | 47,820 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $598,303 | 24,795 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $576,747 | 26,192 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $341,806 | 17,448 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $656,074 | 41,550 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $265,572 | 14,616 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $145,759 | 10,193 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||