Integrated Wealth Concepts LLC

Position in ET — Energy Transfer LP

CIK 1737109 WALTHAM, MA

Position in ET

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,918,892

+$902,959 QoQ

Shares Held

204,963

+31.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#245

of 1,256 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $39,997,460 across 43 Oil & Gas Midstream names. ET ranks #5 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	149,828	$5,507,677
2	KMI	Kinder Morgan, Inc.	158,818	$5,077,411
3	OKE	Oneok Inc /New/	55,715	$4,843,862
4	WMB	Williams Companies, Inc.	54,948	$4,084,834
5	ET	Energy Transfer LP This page	204,963	$3,918,892
6	ENB	Enbridge Inc	57,881	$3,137,729
7	TRGP	Targa Resources Corp.	9,166	$2,457,771
8	LNG	Cheniere Energy, Inc.	8,964	$2,142,485

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,918,892	204,963	+31.2%	Shares	Sole	2026-08-12
2026-03-31	$3,015,933	156,266	+73.5%	Shares	Sole	2026-05-15
2025-12-31	$1,485,336	90,075	-45.2%	Shares	Sole	2026-02-13
2025-09-30	$2,821,378	164,416	+9.1%	Shares	Sole	2025-11-14
2025-06-30	$2,732,753	150,731	+4.8%	Shares	Sole	2025-08-14
2025-03-31	$2,674,896	143,889	+2.6%	Shares	Sole	2025-05-15
2024-12-31	$2,746,087	140,178	-2.8%	Shares	Sole	2025-02-14
2024-09-30	$2,314,410	144,200	+15.8%	Shares	Sole	2024-11-14
2024-06-30	$2,019,892	124,531	-13.7%	Shares	Sole	2024-08-14
2024-03-31	$2,271,113	144,381	-47.2%	Shares	Sole	2024-05-15
2023-12-31	$3,774,700	273,529	-7.9%	Shares	Sole	2024-02-13
2023-09-30	$4,167,990	297,077	+2.7%	Shares	Sole	2023-11-15
2023-06-30	$3,671,951	289,130	-0.5%	Shares	Sole	2023-08-15
2023-03-31	$3,621,811	290,442	+372.6%	Shares	Sole	2023-05-03
2022-12-31	$729,470	61,455	+25.4%	Shares	Sole	2023-02-13
2022-09-30	$540,613	49,013	+44.1%	Shares	Sole	2022-11-14
2022-06-30	$339,449	34,013	+14.9%	Shares	Sole	2022-08-08
2022-03-31	$331,369	29,613	-0.4%	Shares	Sole	2022-05-12
2021-12-31	$244,702	29,733	+0.7%	Shares	Sole	2022-02-15
2021-09-30	$282,820	29,522	+72.0%	Shares	Sole	2021-11-15
2021-06-30	$182,432	17,162	+18.9%	Shares	Sole	2021-08-13
2021-03-31	$110,814	14,429	+3.9%	Shares	Sole	2021-05-13
2020-12-31	$85,796	13,883	+28.9%	Shares	Sole	2021-02-12
2020-09-30	$58,357	10,767	-53.7%	Shares	Sole	2020-11-13
2020-06-30	$165,490	23,243	—	Shares	Sole	2020-07-30
No filing history on record for this holder in this stock.