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Livermore
Livermore
ZHEN

Sound View Wealth Advisors Group, LLC

SEC CIK
0001784777
Latest filing
Aug 11, 2026

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by Sound View Wealth Advisors Group, 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)
241,788
Value
$8.89M
% of portfolio
0.6%
Quarters held
17
Since Q2 2022
Holdings of EPD by Sound View Wealth Advisors Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026241,788$8.89M0.6%00.0%UnchangedHolders
Q1 2026241,788$9.15M0.6%−1,324−0.5%ReducedHolders
Q4 2025243,112$7.79M0.5%−2,832−1.2%ReducedHolders
Q3 2025245,944$7.69M0.5%00.0%UnchangedHolders
Q2 2025245,944$7.63M0.6%−1,900−0.8%ReducedHolders
Q1 2025247,844$8.46M0.7%−4,318−1.7%ReducedHolders
Q4 2024252,162$7.91M0.6%+1,900+0.8%AddedHolders
Q3 2024250,262$7.29M0.6%+1,800+0.7%AddedHolders
Q2 2024248,462$7.20M0.7%00.0%UnchangedHolders
Q1 2024248,462$7.25M0.8%+700+0.3%AddedHolders
Q4 2023247,762$6.53M0.7%−2,600−1.0%ReducedHolders
Q3 2023250,362$6.85M0.9%+1,600+0.6%AddedHolders
Q2 2023248,762$6.55M0.9%−2,987−1.2%ReducedHolders
Q1 2023251,749$6.52M0.9%+3,987+1.6%AddedHolders
Q4 2022247,762$6.53M0.7%−3,042−1.2%ReducedHolders
Q3 2022250,804$5.96M1.3%00.0%UnchangedHolders
Q2 2022250,804$6.11M1.3%+250,804NewHolders