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XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by XML Financial, 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)
102,139
Value
$3.75M
% of portfolio
0.3%
Quarters held
20
Since Q3 2021
Holdings of EPD by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026102,139$3.75M0.3%−10,242−9.1%ReducedHolders
Q1 2026112,381$4.25M0.3%+3,512+3.2%AddedHolders
Q4 2025108,869$3.49M0.3%−9,166−7.8%ReducedHolders
Q3 2025118,035$3.69M0.3%+2,200+1.9%AddedHolders
Q2 2025115,835$3.59M0.3%−500−0.4%ReducedHolders
Q1 2025116,335$3.97M0.4%+3,203+2.8%AddedHolders
Q4 2024113,132$3.55M0.3%+6,651+6.2%AddedHolders
Q3 2024106,481$3.10M0.3%+5,605+5.6%AddedHolders
Q2 2024100,876$2.92M0.3%+2,562+2.6%AddedHolders
Q1 202498,314$2.87M0.3%−18,436−15.8%ReducedHolders
Q4 2023116,750$3.08M0.3%+4,811+4.3%AddedHolders
Q3 2023111,939$3.06M0.4%+58+0.1%AddedHolders
Q2 2023111,881$2.95M0.3%+2,757+2.5%AddedHolders
Q1 2023109,124$2.83M0.3%+7,272+7.1%AddedHolders
Q4 2022101,852$2.46M0.3%+300+0.3%AddedHolders
Q3 2022101,552$2.42M0.3%+92,542+1,027.1%AddedHolders
Q2 20229,010$220.0K<0.1%−94,575−91.3%ReducedHolders
Q1 2022103,585$2.67M0.3%+10,944+11.8%AddedHolders
Q4 202192,641$2.03M0.2%+2,508+2.8%AddedHolders
Q3 202190,133$1.95M0.3%+90,133NewHolders