Position in ET
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$42,672
+$6,213 QoQ
Shares Held
2,211
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $52,626 across 4 Oil & Gas Midstream names. ET ranks #1 (81.1% of the industry book) .
All Filings in ET
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,672 | 2,211 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $36,459 | 2,211 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $37,940 | 2,211 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $40,085 | 2,211 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $41,102 | 2,211 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $43,313 | 2,211 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $35,486 | 2,211 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $35,862 | 2,211 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $34,779 | 2,211 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $30,511 | 2,211 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $31,020 | 2,211 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $28,079 | 2,211 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||