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WFA of San Diego, LLC

Position in ET — Energy Transfer LP

CIK 1821407 SAN DIEGO, CA

Position in ET

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$77,200
+$11,240 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ET Over Time

Shares Held

Position Value (USD)

All Filings in ET

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $77,200 4,000
2025-12-31 $65,960 4,000
2025-09-30 $68,640 4,000
2025-06-30 $72,520 4,000
2022-12-31 $29,675 2,500