Position in ET
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$249,248
+$1,861 QoQ
Shares Held
13,036
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#970
of 1,278 holders
Holding Since
Sep 2023
12 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, 2026WT Wealth Management holds $249,248 across 1 Oil & Gas Midstream name. ET ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
13,036 | $249,248 |
All Filings in ET
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,248 | 13,036 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $247,387 | 12,818 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $222,944 | 13,520 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $685,868 | 39,969 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $826,619 | 45,594 | Shares | Sole | 2025-09-10 | |
| 2025-03-31 | $778,735 | 41,890 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $762,501 | 38,923 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $574,140 | 35,772 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $580,351 | 35,780 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $316,377 | 20,113 | Shares | Sole | 2024-10-21 | |
| 2023-12-31 | $277,559 | 20,113 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $282,185 | 20,113 | Shares | Sole | 2023-12-04 | |
| No filing history on record for this holder in this stock. | ||||||