Skip to main content

United Advisor Group, LLC

SEC CIK
0002004873
Latest filing
Jul 29, 2026

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by United Advisor Group, 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)
69,464
Value
$2.55M
% of portfolio
0.3%
Quarters held
10
Since Q1 2024
Holdings of EPD by United Advisor Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669,464$2.55M0.3%−150.0%ReducedHolders
Q1 202669,479$2.63M0.3%+2,812+4.2%AddedHolders
Q4 202566,667$2.14M0.3%+1,698+2.6%AddedHolders
Q3 202564,969$2.03M0.3%+177+0.3%AddedHolders
Q2 202564,792$2.01M0.3%+35+0.1%AddedHolders
Q1 202564,757$2.21M0.5%+1,003+1.6%AddedHolders
Q4 202463,754$2.00M0.4%−2,801−4.2%ReducedHolders
Q3 202466,555$1.94M0.4%+1,281+2.0%AddedHolders
Q2 202465,274$1.89M0.6%+4,440+7.3%AddedHolders
Q1 202460,834$1.78M0.7%+60,834NewHolders