Enterprise Products Partners shares owned by Holistic Planning
Quarter-by-quarter ownership of Enterprise Products Partners (EPD) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Enterprise Products Partners
Tip: Access up to 7 years of quarterly data
All positions including Enterprise Products Partners held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Enterprise Products Partners by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $436k | 14k | 31.27 |
| 2025-06-30 | $333k | 11k | 31.01 |
| 2025-03-31 | $361k | 11k | 34.14 |
| 2024-12-31 | $274k | 8.7k | 31.36 |
| 2024-09-30 | $254k | 8.7k | 29.11 |
| 2024-06-30 | $236k | 8.1k | 29.18 |
| 2024-03-31 | $236k | 8.1k | 29.18 |