SEC 13F Intelligence

Uptown Financial Advisors LLC / EPD

Uptown Financial Advisors LLC’s Enterprise Prods Partners L Position

Does Uptown Financial Advisors LLC own Enterprise Prods Partners L (EPD)? Yes — 48.1K shares worth $2M (+1.44% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
48.1K
% of Portfolio
+1.44%
Quarters Held
5
currently held

Position History EPD

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202648.1K$2M+1.44%
Q4 202548.1K$2M+1.10%
Q3 202548.1K$2M+1.24%
Q2 202548.1K$1M+1.28%
Q1 202548.1K$2M+1.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Uptown Financial Advisors LLC’s full portfolio or all institutional holders of EPD.