CBIZ Investment Advisory Services, LLC
Position in ET — Energy Transfer LP
CIK 1795934
INDEPENDENCE, OH
Position in ET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,487
-$146 QoQ
Shares Held
810
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,217
of 1,278 holders
Holding Since
Sep 2024
8 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, 2026CBIZ Investment Advisory Services, LLC holds $42,937 across 4 Oil & Gas Midstream names. ET ranks #2 (36.1% of the industry book) .
All Filings in ET
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,487 | 810 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,633 | 810 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,356 | 810 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $46,537 | 2,712 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $48,534 | 2,677 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $49,133 | 2,643 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $51,208 | 2,614 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,424 | 1,771 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||