Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

EPD holding history

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

EPD overview All 13F holders of EPD Full Q2 2026 holdings

Shares (Q2 2026): 343,269
Value: $12.6M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of EPD by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	343,269	$12.6M	0.4%	−500−0.1%	Reduced	Holders
Q1 2026	343,769	$13.0M	0.5%	−16,572−4.6%	Reduced	Holders
Q4 2025	360,341	$11.6M	0.4%	−7,074−1.9%	Reduced	Holders
Q3 2025	367,415	$11.5M	0.5%	+4,090+1.1%	Added	Holders
Q2 2025	363,325	$11.3M	0.5%	+570.0%	Added	Holders
Q1 2025	363,268	$12.4M	0.6%	−8,596−2.3%	Reduced	Holders
Q4 2024	371,864	$11.7M	0.6%	+1,532+0.4%	Added	Holders
Q3 2024	370,332	$10.8M	0.5%	−1,825−0.5%	Reduced	Holders
Q2 2024	372,157	$10.8M	0.5%	−1,059−0.3%	Reduced	Holders
Q1 2024	373,216	$10.9M	0.5%	+25,939+7.5%	Added	Holders
Q4 2023	347,277	$9.15M	0.5%	−2,780−0.8%	Reduced	Holders
Q3 2023	350,057	$9.58M	0.5%	−770.0%	Reduced	Holders
Q2 2023	350,134	$9.23M	0.5%	−263−0.1%	Reduced	Holders
Q1 2023	350,397	$9.08M	0.5%	+43,776+14.3%	Added	Holders
Q4 2022	306,621	$7.40M	0.4%	+18,034+6.2%	Added	Holders
Q3 2022	288,587	$6.86M	0.5%	+32,303+12.6%	Added	Holders
Q2 2022	256,284	$6.25M	0.4%	+7,547+3.0%	Added	Holders
Q1 2022	248,737	$6.42M	0.4%	+41,583+20.1%	Added	Holders
Q4 2021	207,154	$4.55M	0.2%	−4,316−2.0%	Reduced	Holders
Q3 2021	211,470	$4.58M	0.3%	−2,500−1.2%	Reduced	Holders
Q2 2021	213,970	$5.16M	0.3%	−1,995−0.9%	Reduced	Holders
Q1 2021	215,965	$4.76M	0.3%	–	–	Holders

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