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Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

EPD holding history

Enterprise Products Partners L.P. in every 13F filed by Peak Planning 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)
15,104
Value
$555.2K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of EPD by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,104$555.2K0.1%+46+0.3%AddedHolders
Q1 202615,058$569.8K0.2%+22+0.1%AddedHolders
Q4 202515,036$482.1K0.1%+161+1.1%AddedHolders
Q3 202514,875$465.1K0.2%+160+1.1%AddedHolders
Q2 202514,715$456.3K0.3%−146−1.0%ReducedHolders
Q1 202514,861$507.3K0.2%+150+1.0%AddedHolders
Q4 202414,711$461.3K0.2%+155+1.1%AddedHolders
Q3 202414,556$423.7K0.2%−1,273−8.0%ReducedHolders
Q2 202415,829$458.7K0.2%+15,829NewHolders