Position in ET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,149,704
-$10,824 QoQ
Shares Held
60,131
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#475
of 1,278 holders
Holding Since
Dec 2022
8 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, 2026LMG Wealth Partners, LLC holds $1,910,776 across 2 Oil & Gas Midstream names. ET ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
60,131 | $1,149,704 | |
| 2 | OKE |
Oneok Inc /New/
|
8,754 | $761,072 |
All Filings in ET
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,704 | 60,131 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,160,528 | 60,131 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $991,560 | 60,131 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,031,847 | 60,131 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,090,175 | 60,131 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,118,058 | 60,143 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,173,010 | 59,878 | Shares | Sole | 2025-02-03 | |
| 2022-12-31 | $227,452 | 19,162 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||