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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EPD overviewAll 13F holders of EPDFull Q2 2026 holdings

Shares (Q2 2026)
93,924
Value
$3.45M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EPD by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202693,924$3.45M<0.1%+1,673+1.8%AddedHolders
Q1 202692,251$3.49M<0.1%−974−1.0%ReducedHolders
Q4 202593,225$2.99M<0.1%+890+1.0%AddedHolders
Q3 202592,335$2.89M<0.1%+19,963+27.6%AddedHolders
Q2 202572,372$2.24M<0.1%+12,568+21.0%AddedHolders
Q1 202559,804$2.04M<0.1%+2,834+5.0%AddedHolders
Q4 202456,970$1.79M<0.1%+5,938+11.6%AddedHolders
Q3 202451,032$1.49M<0.1%+1,089+2.2%AddedHolders
Q2 202449,943$1.45M<0.1%+29,975+150.1%AddedHolders
Q1 202419,968$574.5K<0.1%+1,603+8.7%AddedHolders
Q4 202318,365$483.9K<0.1%+2,402+15.0%AddedHolders
Q3 202315,963$436.9K<0.1%+30.0%AddedHolders
Q2 202315,960$420.6K<0.1%+1,372+9.4%AddedHolders
Q1 202314,588$377.8K<0.1%−2,759−15.9%ReducedHolders
Q4 202217,347$418.4K<0.1%00.0%UnchangedHolders
Q3 202217,347$413.0K<0.1%−8,782−33.6%ReducedHolders
Q2 202226,129$637.0K<0.1%+9,106+53.5%AddedHolders
Q1 202217,023$439.0K<0.1%−782−4.4%ReducedHolders
Q4 202117,805$391.0K<0.1%00.0%UnchangedHolders
Q3 202117,805$385.0K<0.1%00.0%UnchangedHolders
Q2 202117,805$430.0K<0.1%−328−1.8%ReducedHolders
Q1 202118,133$399.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.