Position in ET
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$389,875
-$3,671 QoQ
Shares Held
20,391
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#792
of 1,278 holders
Holding Since
Sep 2023
12 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, 2026Legacy Financial Strategies, LLC holds $974,038 across 2 Oil & Gas Midstream names. ET ranks #2 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
7,858 | $584,163 | |
| 2 | ET |
Energy Transfer LP
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|
20,391 | $389,875 |
All Filings in ET
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,875 | 20,391 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $393,546 | 20,391 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $336,297 | 20,394 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $349,909 | 20,391 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $390,792 | 21,555 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $379,068 | 20,391 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $399,459 | 20,391 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $295,175 | 18,391 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $298,302 | 18,391 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $352,210 | 22,391 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $309,009 | 22,392 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $328,175 | 23,391 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||