Wealth Dimensions Group, Ltd.

Position in ET — Energy Transfer LP

CIK 1846462 CINCINNATI, OH

Position in ET

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$331,923

-$1,368 QoQ

Shares Held

17,360

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#850

of 1,278 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Wealth Dimensions Group, Ltd. holds $1,547,735 across 3 Oil & Gas Midstream names. ET ranks #3 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	13,247	$718,119
2	EPD	Enterprise Products Partners L.P.	13,539	$497,693
3	ET	Energy Transfer LP This page	17,360	$331,923

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$331,923	17,360	+0.5%	Shares	Sole	2026-07-22
2026-03-31	$333,291	17,269	+7.3%	Shares	Sole	2026-05-12
2025-12-31	$265,274	16,087	+6.7%	Shares	Sole	2026-02-13
2025-09-30	$258,824	15,083	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.