Position in ET
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$641,323
-$3,953 QoQ
Shares Held
33,542
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#612
of 1,278 holders
Holding Since
Jun 2020
11 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, 2026BEAM WEALTH ADVISORS, INC. holds $2,751,808 across 3 Oil & Gas Midstream names. ET ranks #3 (23.3% of the industry book) .
All Filings in ET
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,323 | 33,542 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $645,276 | 33,434 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $591,628 | 35,878 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $599,810 | 34,954 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $731,889 | 40,369 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $742,373 | 39,934 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $770,846 | 39,349 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $709,731 | 44,220 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $666,366 | 41,083 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $160,744 | 10,219 | Shares | Sole | 2024-04-30 | |
| 2020-06-30 | $94,026 | 13,206 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||