Ownership history in Bridgewealth Advisory Group, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Bridgewealth Advisory Group, LLC reported a position in ENTERPRISE PRODS PARTNERS L (EPD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Bridgewealth Advisory Group, LLC underperformed the S&P 500 by β7.1% annually on this EPD position. Timing score: 17% (1/6 decisions correct). Average cost basis: $28.83. Maximum drawdown during holding period: β1.9%.
β Significantly underperformed the S&P 500 by 7.1% ann.
9 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 6 add/trim decisions correct
Best entry: $22.95 (2023 Q3) Β· Worst: $30.23 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 4 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.05% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size