Position in ET
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$264,123
-$2,487 QoQ
Shares Held
13,814
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#939
of 1,278 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026WEALTH EFFECTS LLC holds $2,315,492 across 4 Oil & Gas Midstream names. ET ranks #4 (11.4% of the industry book) .
All Filings in ET
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,123 | 13,814 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $266,610 | 13,814 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $227,792 | 13,814 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $237,048 | 13,814 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $250,447 | 13,814 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $256,802 | 13,814 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $270,616 | 13,814 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $216,899 | 13,514 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $219,197 | 13,514 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $168,531 | 10,714 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $147,853 | 10,714 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $147,315 | 10,500 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $130,810 | 10,300 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $128,441 | 10,300 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $118,700 | 10,000 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $110,300 | 10,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $99,800 | 10,000 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $119,419 | 10,672 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $87,830 | 10,672 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||