KDK Private Wealth Management, LLC reported ENTERPRISE PRODS PARTNERS L (EPD) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 28.26% in 2025 Q1. The latest visible filing shows EPD at 22.29% 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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was KDK Private Wealth Management, 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.
EPD was reported at 22.29% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
As of 2026 Q3 — sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
KDK Private Wealth Management, LLC reported EPD across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.
The largest reported portfolio weight for EPD was 28.26% in 2025 Q1.
The most recent filing on this page is 2026 Q3, when KDK Private Wealth Management, LLC reported 786,182 shares, equal to 22.29% of portfolio, with an estimated market value of $28.0M.
The chart compares KDK Private Wealth Management, 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.
Based on 13F filing dates vs. subsequent EPD price moves, KDK Private Wealth Management, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on EPD relative to SPY over the holding period was +0.8%.