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Asset Dedication, LLC

Position in ET — Energy Transfer LP

CIK 1475896 SAN FRANCISCO, CA

Position in ET

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$27,150
+$3,025 QoQ
Shares Held
1,420
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,185
of 1,277 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ET Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

Asset Dedication, LLC holds $1,719,576 across 14 Oil & Gas Midstream names. ET ranks #7 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 ET
Energy Transfer LP
This page
1,420 $27,150

All Filings in ET

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $27,150 1,420
2026-03-31 $24,125 1,250
2025-12-31 $20,612 1,250
2025-09-30 $21,450 1,250
2025-06-30 $22,662 1,250
2025-03-31 $44,616 2,400
2024-12-31 $46,663 2,382
2024-09-30 $37,910 2,362
2024-06-30 $37,971 2,341
2024-03-31 $36,493 2,320
2023-12-31 $31,712 2,298
2023-09-30 $14,366 1,024
2023-06-30 $12,700 1,000
2021-09-30 $15,165 1,583
2021-06-30 $16,710 1,572
2021-03-31 $16,588 2,160
2020-12-31 $13,262 2,146
2020-09-30 $11,777 2,173
2020-06-30 $11,007 1,546
2020-03-31 $7,010 1,524