EPD ENTERPRISE PRODS PARTNERS L

Ownership history in Finer Wealth Management, Inc.  ·  15 quarters on record

AI Ownership Summary

Finer Wealth Management, Inc. reported ENTERPRISE PRODS PARTNERS L (EPD) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.43% in 2023 Q4. The latest visible filing shows EPD at 0.16% 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 Finer Wealth Management, Inc.'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 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Finer Wealth Management, Inc. held EPD — position size vs. price
% of Fund (quarterly)    EPD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 10,204 +9 +0.1% 0.16% $319K 2025-11-04 $29.73
2025 Q2 REDUCED 10,195 -242 -2.3% 0.17% $316K 2025-08-13 $30.69
2025 Q1 REDUCED 10,437 -469 -4.3% 0.21% $356K 2025-05-13 $30.18
2024 Q4 REDUCED 10,906 -1,732 -13.7% 0.20% $342K 2025-02-13 $31.01
2024 Q3 REDUCED 12,638 -2,359 -15.7% 0.23% $368K 2024-11-14 $28.31
2024 Q2 REDUCED 14,997 -464 -3.0% 0.28% $435K 2024-08-13 $25.51
2024 Q1 REDUCED 15,461 -6,335 -29.1% 0.30% $451K 2024-04-26 $25.30
2023 Q4 REDUCED 21,796 -4,609 -17.5% 0.43% $574K 2024-02-13 $22.98
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Finer Wealth Management, Inc. and EPD

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

How long has Finer Wealth Management, Inc. reported owning EPD?

Finer Wealth Management, Inc. reported EPD across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EPD position in Finer Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for EPD was 0.43% in 2023 Q4.

What is the latest reported EPD position on this page?

The most recent filing on this page is 2025 Q3, when Finer Wealth Management, Inc. reported 10,204 shares, equal to 0.16% of portfolio, with an estimated market value of $319K.

What does the chart on this EPD ownership page compare?

The chart compares Finer Wealth Management, Inc.'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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