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Golden State Wealth Management, LLC

Position in ET — Energy Transfer LP

CIK 1776033 SANTA ANA, CA

Position in ET

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$62,522
+$11,320 QoQ
Shares Held
3,270
+23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,138
of 1,281 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ET Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $1,540,725 across 15 Oil & Gas Midstream names. ET ranks #6 (4.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 ET
Energy Transfer LP
This page
3,270 $62,522

All Filings in ET

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $62,522 3,270
2026-03-31 $51,202 2,653
2025-12-31 $43,467 2,636
2025-09-30 $50,072 2,918
2025-06-30 $38,091 2,101
2025-03-31 $38,871 2,091
2024-12-31 $40,590 2,072
2020-09-30 $8,644 1,595
2020-06-30 $173,336 24,345
2020-03-31 $7,337 1,595