EPD β€” ENTERPRISE PRODS PARTNERS L

Ownership history in CWS Financial Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

CWS Financial Advisors, LLC reported ENTERPRISE PRODS PARTNERS L (EPD) in 5 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.09% in 2025 Q1. The latest visible filing shows EPD at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CWS Financial Advisors, LLC's position in ENTERPRISE PRODS PARTNERS L, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EPD was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CWS Financial Advisors, LLC held EPD β€” position size vs. price
% of Fund (quarterly)    EPD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 7,655 -1,163 -13.2% 0.07% $239K 2025-11-04 $29.73
2025 Q2 ADDED 8,818 +268 +3.1% 0.08% $273K 2025-08-08 $30.40
2025 Q1 REDUCED 8,550 -156 -1.8% 0.09% $292K 2025-05-14 $30.40
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CWS Financial Advisors, LLC and EPD

These are the practical questions this page is built to answer before you even open the full history table.

How long has CWS Financial Advisors, LLC reported owning EPD?

CWS Financial Advisors, LLC reported EPD across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported EPD position in CWS Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for EPD was 0.09% in 2025 Q1.

What is the latest reported EPD position on this page?

The most recent filing on this page is 2025 Q3, when CWS Financial Advisors, LLC reported 7,655 shares, equal to 0.07% of portfolio, with an estimated market value of $239K.

What does the chart on this EPD ownership page compare?

The chart compares CWS Financial Advisors, LLC's quarterly EPD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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