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Castle Wealth Management LLC

SEC CIK
0001936420
Latest filing
Jul 31, 2026

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by Castle Wealth Management 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2022
Holdings of EPD by Castle Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−6,595−100.0%Sold outHolders
Q1 20256,595$225.2K0.1%+6,595NewHolders
Q4 20220$00.0%−4,847−100.0%Sold outHolders
Q3 20224,847$115.0K0.1%+2,193+82.6%AddedHolders
Q2 20222,654$65.0K<0.1%–No prior filingHolders