WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Position in ET — Energy Transfer LP

CIK 1812177 HIGHLAND PARK, IL

Position in ET

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$541,860

-$3,673 QoQ

Shares Held

28,340

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#665

of 1,278 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $2,341,059 across 6 Oil & Gas Midstream names. ET ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPLX	Mplx LP	9,924	$559,018
2	ET	Energy Transfer LP This page	28,340	$541,860
3	EPD	Enterprise Products Partners L.P.	10,373	$381,311
4	AM	Antero Midstream Corp	15,098	$343,479
5	OKE	Oneok Inc /New/	3,593	$312,375
6	ENB	Enbridge Inc	3,745	$203,016

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$541,860	28,340	+0.3%	Shares	Sole	2026-07-20
2026-03-31	$545,533	28,266	+0.3%	Shares	Sole	2026-04-30
2025-12-31	$464,836	28,189	+0.3%	Shares	Sole	2026-02-12
2025-09-30	$482,281	28,105	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$508,093	28,025	+28.6%	Shares	Sole	2025-08-12
2025-03-31	$405,243	21,799	+0.3%	Shares	Sole	2025-05-08
2024-12-31	$425,769	21,734	-10.1%	Shares	Sole	2025-02-12
2024-09-30	$387,832	24,164	-0.9%	Shares	Sole	2024-11-14
2024-06-30	$395,459	24,381	+22.3%	Shares	Sole	2024-08-12
2024-03-31	$313,546	19,933	+1.6%	Shares	Sole	2024-05-14
2023-12-31	$270,838	19,626	+22.8%	Shares	Sole	2024-02-13
2023-09-30	$224,143	15,976	0.0%	Shares	Sole	2023-11-14
2023-06-30	$202,895	15,976	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.