Robertson Stephens Wealth Management, LLC

SEC CIK: 0001767307
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by Robertson Stephens 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 overview All 13F holders of EPD Full Q2 2026 holdings

Shares (Q2 2026): 56,876
Value: $2.09M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of EPD by Robertson Stephens Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	56,876	$2.09M	0.1%	−101−0.2%	Reduced	Holders
Q1 2026	56,977	$2.16M	0.1%	−2,400−4.0%	Reduced	Holders
Q4 2025	59,377	$1.90M	0.1%	+25,261+74.0%	Added	Holders
Q3 2025	34,116	$1.07M	<0.1%	+3,690+12.1%	Added	Holders
Q2 2025	30,426	$943.5K	<0.1%	+130+0.4%	Added	Holders
Q1 2025	30,296	$1.03M	<0.1%	−3,684−10.8%	Reduced	Holders
Q4 2024	33,980	$1.07M	<0.1%	−16,631−32.9%	Reduced	Holders
Q3 2024	50,611	$1.47M	0.1%	00.0%	Unchanged	Holders
Q2 2024	50,611	$1.47M	0.1%	−4,301−7.8%	Reduced	Holders
Q1 2024	54,912	$1.60M	0.1%	+5,636+11.4%	Added	Holders
Q4 2023	49,276	$1.30M	0.1%	−24,800−33.5%	Reduced	Holders
Q3 2023	74,076	$2.03M	0.1%	00.0%	Unchanged	Holders
Q2 2023	74,076	$1.95M	0.1%	+1,145+1.6%	Added	Holders
Q1 2023	72,931	$1.89M	0.2%	+10,540+16.9%	Added	Holders
Q4 2022	62,391	$1.50M	0.1%	00.0%	Unchanged	Holders
Q3 2022	62,391	$1.48M	0.2%	−31,860−33.8%	Reduced	Holders
Q2 2022	94,251	$2.30M	0.2%	+37,800+67.0%	Added	Holders
Q1 2022	56,451	$1.46M	0.1%	+190.0%	Added	Holders
Q4 2021	56,432	$1.24M	0.1%	+2,809+5.2%	Added	Holders
Q3 2021	53,623	$1.16M	0.1%	−2,849−5.0%	Reduced	Holders
Q2 2021	56,472	$1.36M	0.2%	−6,111−9.8%	Reduced	Holders
Q1 2021	62,583	$1.38M	0.2%	–	–	Holders

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