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Livermore
Livermore
ZHEN

Collaborative Wealth Managment Inc.

SEC CIK
0001896419
Latest filing
Aug 5, 2026

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by Collaborative Wealth Managment Inc., 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)
14,645
Value
$538.4K
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of EPD by Collaborative Wealth Managment Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,645$538.4K0.2%−1,300−8.2%ReducedHolders
Q1 202615,945$603.4K0.3%00.0%UnchangedHolders
Q4 202515,945$511.2K0.2%−1,215−7.1%ReducedHolders
Q3 202517,160$536.6K0.2%−390−2.2%ReducedHolders
Q2 202517,550$544.2K0.2%−22−0.1%ReducedHolders
Q1 202517,572$599.9K0.3%+430+2.5%AddedHolders
Q4 202417,142$537.6K0.2%−1,099−6.0%ReducedHolders
Q3 202418,241$531.0K0.2%+400+2.2%AddedHolders
Q2 202417,841$517.0K0.3%+1,209+7.3%AddedHolders
Q1 202416,632$485.3K0.2%00.0%UnchangedHolders
Q4 202316,632$438.3K0.2%00.0%UnchangedHolders
Q3 202316,632$455.2K0.3%00.0%UnchangedHolders
Q2 202316,632$438.3K0.3%−487−2.8%ReducedHolders
Q1 202317,119$443.4K0.3%+478+2.9%AddedHolders
Q4 202216,641$401.4K0.3%+206+1.3%AddedHolders
Q3 202216,435$391.0K0.3%−64−0.4%ReducedHolders
Q2 202216,499$402.0K0.3%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 202116,418$361.0K0.2%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 202116,491$426.0K0.2%––Holders

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