Position in ET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$246,896
+$11,340 QoQ
Shares Held
12,913
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#973
of 1,278 holders
Holding Since
Dec 2024
7 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, 2026Talisman Wealth Advisors LLC holds $246,896 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
|
12,913 | $246,896 |
All Filings in ET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,896 | 12,913 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $235,556 | 12,205 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $212,935 | 12,913 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $219,545 | 12,794 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $231,955 | 12,794 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $224,678 | 12,086 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $236,764 | 12,086 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||