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Enterprise Products Partners shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Enterprise Products Partners (EPD) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Enterprise Products Partners

Tip: Access up to 7 years of quarterly data

All positions including Enterprise Products Partners held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Enterprise Products Partners by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 7.6k 31.27
2025-06-30 $228k 7.3k 31.01
2025-03-31 $284k 8.3k 34.14
2024-12-31 $214k 6.8k 31.36
2020-12-31 $712k 36k 19.58

More positions owned by Wescott Financial Advisory Group

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Wescott Financial Advisory Group

Top funds holding Enterprise Products Partners

ALPS Advisors
Invesco
Morgan Stanley
Blackstone Group
Fayez Sarofim & Co
American Century Companies
Goldman Sachs Group
Neuberger Berman Group
Energy Income Partners
Tortoise Capital Advisors
BlackRock
Kayne Anderson Capital Advisors, L.p
UBS Group
Mirae Asset Global Etfs Holdings
Atlantic Trust

View all funds holding Enterprise Products Partners