NATIONS FINANCIAL GROUP INC, /IA/ /ADV EPD — ENTERPRISE PRODS PARTNERS L P COM

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  29 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported ENTERPRISE PRODS PARTNERS L P COM (EPD) in 29 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.65% in 2025 Q1. The latest visible filing shows EPD at 0.50% 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 NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in ENTERPRISE PRODS PARTNERS L P COM, 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
2026 Q1

EPD was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% 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
2024 Q1 to 2026 Q1

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.

EPD stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held EPD — position size vs. price
% of Fund (quarterly)    EPD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 258,379 +2,596 +1.0% 0.50% $9.8M 2026-04-15 $36.57
2025 Q4 ADDED — — — 255,783 +4,147 +1.6% 0.43% $8.2M 2026-01-26 $32.06
2025 Q3 REDUCED — — — 251,636 -1,807 -0.7% 0.49% $7.9M 2025-10-28 $29.76
2025 Q2 ADDED — — — 253,443 +4,057 +1.6% 0.54% $7.9M 2025-08-11 $29.68
2025 Q1 ADDED — — — 249,386 +19,984 +8.7% 0.65% $8.5M 2025-05-13 $29.75
2024 Q4 ADDED — — — 229,402 +1,267 +0.6% 0.53% $7.2M 2025-01-30 $30.84
2024 Q3 ADDED — — — 228,135 +8,680 +4.0% 0.48% $6.6M 2024-11-04 $26.39
2024 Q2 ADDED — — — 219,455 +5,458 +2.6% 0.52% $6.4M 2024-07-29 $25.95
2024 Q1 REDUCED — — — 213,997 -878 -0.4% 0.53% $6.2M 2024-04-23 $24.82
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EPD

As of 2026 Q2 — sorted by position size

TETRAD CORP 3.87% GP Brinson Investments LLC 3Y 0.99% Hilltop National Bank 0.24% Somerset Trust Co 3Y 7Y 0.19% CoreCap Advisors, LLC 3Y 0.18% Roxbury Financial LLC 0.18% RDA Financial Network 3Y 7Y 0.17% NEVILLE RODIE & SHAW INC 3Y 7Y 0.09% General Partner, Inc. 3Y 0.02% ANDERSON HOAGLAND & CO 3Y 7Y 0.02%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and EPD

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

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning EPD?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported EPD across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EPD position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for EPD was 0.65% in 2025 Q1.

What is the latest reported EPD position on this page?

The most recent filing on this page is 2026 Q1, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 258,379 shares, equal to 0.50% of portfolio, with an estimated market value of $9.8M.

What does the chart on this EPD ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV'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.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their EPD position?

Based on 13F filing dates vs. subsequent EPD price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 17 out of 28 reported position changes (61%). The annualised alpha on EPD relative to SPY over the holding period was -3.3%.

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