Position in ET
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$204,584
New position
Shares Held
10,700
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,030
of 1,278 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Forbes Financial Planning, Inc. holds $204,584 across 1 Oil & Gas Midstream name. ET ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
10,700 | $204,584 |
All Filings in ET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,584 | 10,700 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||