MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in ET — Energy Transfer LP

CIK 1965241 ST. LOUIS, MO

Position in ET

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$660,710

+$268,882 QoQ

Shares Held

34,556

+70.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#602

of 1,278 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $5,134,464 across 7 Oil & Gas Midstream names. ET ranks #4 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	14,896	$1,295,058
2	EPD	Enterprise Products Partners L.P.	34,323	$1,261,713
3	TRGP	Targa Resources Corp.	3,004	$805,492
4	ET	Energy Transfer LP This page	34,556	$660,710
5	WMB	Williams Companies, Inc.	7,347	$546,175
6	MPLX	Mplx LP	5,786	$325,925
7	ENB	Enbridge Inc	4,416	$239,391

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$660,710	34,556	+70.2%	Shares	Sole	2026-08-05
2026-03-31	$391,828	20,302	+0.1%	Shares	Sole	2026-04-30
2025-12-31	$334,417	20,280	-0.0%	Shares	Sole	2026-02-13
2025-09-30	$348,021	20,281	-3.0%	Shares	Sole	2025-11-12
2025-06-30	$379,261	20,919	+0.1%	Shares	Sole	2025-08-11
2025-03-31	$388,661	20,907	-3.1%	Shares	Sole	2025-05-02
2024-12-31	$422,595	21,572	-2.0%	Shares	Sole	2025-02-18
2024-09-30	$353,372	22,017	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$356,775	21,996	+0.1%	Shares	Sole	2024-08-06
2024-03-31	$345,666	21,975	+0.1%	Shares	Sole	2024-06-13
2023-12-31	$302,951	21,953	+0.1%	Shares	Sole	2024-02-13
2023-09-30	$307,677	21,930	+2.0%	Shares	Sole	2023-11-01
2023-06-30	$272,999	21,496	+0.1%	Shares	Sole	2023-08-08
2023-03-31	$267,893	21,483	+0.1%	Shares	Sole	2023-04-10
2022-12-31	$254,848	21,470	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.