West Financial Advisors, LLC

SEC CIK: 0001843684
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by West Financial Advisors, 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 (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of EPD by West Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−15−100.0%	Sold out	Holders
Q3 2024	15	$423	<0.1%	+1+7.1%	Added	Holders
Q2 2024	14	$413	<0.1%	00.0%	Unchanged	Holders
Q1 2024	14	$409	<0.1%	+14	New	Holders