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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by Evermay Wealth Management 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)
23,445
Value
$861.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of EPD by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,445$861.8K0.1%00.0%UnchangedHolders
Q1 202623,445$887.2K0.1%−1,169−4.7%ReducedHolders
Q4 202524,614$789.1K0.1%00.0%UnchangedHolders
Q3 202524,614$769.7K0.1%00.0%UnchangedHolders
Q2 202524,614$763.3K0.1%00.0%UnchangedHolders
Q1 202524,614$840.3K0.1%−25−0.1%ReducedHolders
Q4 202424,639$772.7K0.1%+25+0.1%AddedHolders
Q3 202424,614$716.5K0.1%−1,236−4.8%ReducedHolders
Q2 202425,850$749.1K0.1%00.0%UnchangedHolders
Q1 202425,850$754.3K0.1%+8,370+47.9%AddedHolders
Q4 202317,480$460.6K0.1%00.0%UnchangedHolders
Q3 202317,480$478.4K0.1%00.0%UnchangedHolders
Q2 202317,480$460.6K0.1%+1,236+7.6%AddedHolders
Q1 202316,244$420.7K0.1%00.0%UnchangedHolders
Q4 202216,244$391.8K0.1%+1,169+7.8%AddedHolders
Q3 202215,075$358.0K0.1%00.0%UnchangedHolders
Q2 202215,075$367.0K0.1%00.0%UnchangedHolders
Q1 202215,075$389.0K0.1%−750−4.7%ReducedHolders
Q4 202115,825$348.0K0.1%+1,500+10.5%AddedHolders
Q3 202114,325$310.0K0.1%−5,320−27.1%ReducedHolders
Q2 202119,645$474.0K0.1%00.0%UnchangedHolders
Q1 202119,645$433.0K0.1%––Holders

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