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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by Beverly Hills Private Wealth, 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)
24,874
Value
$914.4K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of EPD by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,874$914.4K0.2%00.0%UnchangedHolders
Q1 202624,874$941.2K0.2%00.0%UnchangedHolders
Q4 202524,874$797.4K0.1%−2,610−9.5%ReducedHolders
Q3 202527,484$859.4K0.2%+141+0.5%AddedHolders
Q2 202527,343$847.9K0.2%+135+0.5%AddedHolders
Q1 202527,208$928.9K0.2%−313−1.1%ReducedHolders
Q4 202427,521$863.0K0.2%−5,970−17.8%ReducedHolders
Q3 202433,491$974.9K0.2%−1,480−4.2%ReducedHolders
Q2 202434,971$1.01M0.2%−1,452−4.0%ReducedHolders
Q1 202436,423$1.06M0.2%−36−0.1%ReducedHolders
Q4 202336,459$960.7K0.3%−3,141−7.9%ReducedHolders
Q3 202339,600$1.08M0.3%−12,494−24.0%ReducedHolders
Q2 202352,094$1.38M0.2%+12,259+30.8%AddedHolders
Q1 202339,835$1.03M0.3%+16,147+68.2%AddedHolders
Q4 202223,688$571.4K0.2%–No prior filingHolders