Skip to main content
Livermore
Livermore
ZHEN

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by Wealth Effects 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)
10,700
Value
$393.3K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of EPD by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,700$393.3K0.1%00.0%UnchangedHolders
Q1 202610,700$404.9K0.1%00.0%UnchangedHolders
Q4 202510,700$343.0K0.1%00.0%UnchangedHolders
Q3 202510,700$334.6K0.1%00.0%UnchangedHolders
Q2 202510,700$331.8K0.1%00.0%UnchangedHolders
Q1 202510,700$365.3K0.2%00.0%UnchangedHolders
Q4 202410,700$335.6K0.1%−125−1.2%ReducedHolders
Q3 202410,825$315.1K0.1%+125+1.2%AddedHolders
Q2 202410,700$310.1K0.1%00.0%UnchangedHolders
Q1 202410,700$312.2K0.1%00.0%UnchangedHolders
Q4 202310,700$281.9K0.1%−1,000−8.5%ReducedHolders
Q3 202311,700$320.2K0.2%00.0%UnchangedHolders
Q2 202311,700$308.3K0.1%−34−0.3%ReducedHolders
Q1 202311,734$303.9K0.2%+10.0%AddedHolders
Q4 202211,733$283.0K0.2%00.0%UnchangedHolders
Q3 202211,733$279.0K0.2%−120−1.0%ReducedHolders
Q2 202211,853$289.0K0.2%−400−3.3%ReducedHolders
Q1 202212,253$316.0K0.1%00.0%UnchangedHolders
Q4 202112,253$269.0K0.1%–No prior filingHolders