Position in ET
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$254,238
+$1,794 QoQ
Shares Held
13,297
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#958
of 1,278 holders
Holding Since
Mar 2023
13 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, 2026Aerodigm Wealth, LLC holds $459,996 across 2 Oil & Gas Midstream names. ET ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
13,297 | $254,238 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
6,436 | $205,758 |
All Filings in ET
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,238 | 13,297 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $252,444 | 13,080 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $168,247 | 10,203 | Shares | Other | 2026-04-21 | |
| 2025-09-30 | $222,204 | 12,949 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $261,579 | 14,428 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $263,438 | 14,171 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $277,413 | 14,161 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $212,823 | 13,260 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $210,957 | 13,006 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $196,011 | 12,461 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $168,373 | 12,201 | Shares | Other | 2024-02-15 | |
| 2023-09-30 | $167,377 | 11,930 | Shares | Other | 2023-12-11 | |
| 2023-03-31 | $141,908 | 11,380 | Shares | Other | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||