Position in ET
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$3,983,539
+$581,702 QoQ
Shares Held
206,401
+0.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 20261900 WEALTH MANAGEMENT LLC holds $6,498,340 across 5 Oil & Gas Midstream names. ET ranks #1 (61.3% of the industry book) .
All Filings in ET
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,983,539 | 206,401 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,401,837 | 206,297 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,537,877 | 206,170 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,669,058 | 202,375 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,695,506 | 198,790 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,827,082 | 195,359 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,091,438 | 192,613 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,066,747 | 189,072 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,918,984 | 185,568 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,405,077 | 174,281 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,399,410 | 171,020 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,174,709 | 171,237 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,122,992 | 170,248 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,020,843 | 170,248 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,872,441 | 169,759 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,694,194 | 169,759 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,899,603 | 169,759 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,026,308 | 246,210 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,626,291 | 169,759 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,804,538 | 169,759 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,303,749 | 169,759 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,049,110 | 169,759 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||