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Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by JFS Wealth 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)
123,018
Value
$4.52M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of EPD by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026123,018$4.52M0.2%+110+0.1%AddedHolders
Q1 2026122,908$4.65M0.3%00.0%UnchangedHolders
Q4 2025122,908$3.94M0.2%−3,650−2.9%ReducedHolders
Q3 2025126,558$3.96M0.2%+2,500+2.0%AddedHolders
Q2 2025124,058$3.85M0.2%+500.0%AddedHolders
Q1 2025124,008$4.23M0.3%−2,066−1.6%ReducedHolders
Q4 2024126,074$3.95M0.3%−1,330−1.0%ReducedHolders
Q3 2024127,404$3.71M0.2%−912−0.7%ReducedHolders
Q2 2024128,316$3.72M0.3%−1,605−1.2%ReducedHolders
Q1 2024129,921$3.79M0.3%−558−0.4%ReducedHolders
Q4 2023130,479$3.44M0.3%−4,000−3.0%ReducedHolders
Q3 2023134,479$3.68M0.3%−835−0.6%ReducedHolders
Q2 2023135,314$3.57M0.3%00.0%UnchangedHolders
Q1 2023135,314$3.50M0.3%00.0%UnchangedHolders
Q4 2022135,314$3.26M0.3%00.0%UnchangedHolders
Q3 2022135,314$3.22M0.4%−1,211−0.9%ReducedHolders
Q2 2022136,525$3.33M0.4%−746−0.5%ReducedHolders
Q1 2022137,271$3.54M0.3%00.0%UnchangedHolders
Q4 2021137,271$3.01M0.3%−647−0.5%ReducedHolders
Q3 2021137,918$2.98M0.3%−1,834−1.3%ReducedHolders
Q2 2021139,752$3.37M0.5%−5,240−3.6%ReducedHolders
Q1 2021144,992$3.19M0.7%––Holders

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