Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Enterprise Products Partners shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Enterprise Products Partners (EPD) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Enterprise Products Partners

Tip: Access up to 7 years of quarterly data

All positions including Enterprise Products Partners held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Enterprise Products Partners by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $473k 15k 32.06
2020-09-30 $193k 12k 15.77
2016-03-31 $569k 23k 24.62
2015-12-31 $539k 21k 25.58
2015-09-30 $472k 19k 24.92
2015-06-30 $410k 14k 29.92
2015-03-31 $335k 10k 32.90