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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by Advisor OS, 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)
29,905
Value
$1.10M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of EPD by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,905$1.10M0.1%+32+0.1%AddedHolders
Q1 202629,873$1.13M0.1%+33+0.1%AddedHolders
Q4 202529,840$956.7K0.1%+37+0.1%AddedHolders
Q3 202529,803$931.9K0.1%−164−0.5%ReducedHolders
Q2 202529,967$929.3K0.1%+30.0%AddedHolders
Q1 202529,964$1.02M0.1%+184+0.6%AddedHolders
Q4 202429,780$933.9K0.1%+261+0.9%AddedHolders
Q3 202429,519$859.3K0.1%+34+0.1%AddedHolders
Q2 202429,485$854.5K0.1%+379+1.3%AddedHolders
Q1 202429,106$849.3K0.1%00.0%UnchangedHolders
Q4 202329,106$766.9K0.1%00.0%UnchangedHolders
Q3 202329,106$796.6K0.1%−553−1.9%ReducedHolders
Q2 202329,659$781.5K0.1%+2,035+7.4%AddedHolders
Q1 202327,624$715.5K0.2%00.0%UnchangedHolders
Q4 202227,624$666.3K0.2%00.0%UnchangedHolders
Q3 202227,624$657.0K0.2%00.0%UnchangedHolders
Q2 202227,624$673.0K0.2%00.0%UnchangedHolders
Q1 202227,624$713.0K0.2%00.0%UnchangedHolders
Q4 202127,624$607.0K0.1%00.0%UnchangedHolders
Q3 202127,624$598.0K0.1%00.0%UnchangedHolders
Q2 202127,624$667.0K0.1%00.0%UnchangedHolders
Q1 202127,624$608.0K0.1%––Holders

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