Position in ET
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$615,969
+$3,851 QoQ
Shares Held
32,216
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#620
of 1,278 holders
Holding Since
Jun 2023
13 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 Jun 30, 2026INVENIO WEALTH PARTNERS LLC holds $615,969 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
|
32,216 | $615,969 |
All Filings in ET
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,969 | 32,216 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $612,118 | 31,716 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $572,631 | 34,726 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $544,246 | 31,716 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $575,011 | 31,716 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $589,600 | 31,716 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $719,266 | 36,716 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $589,291 | 36,716 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $684,743 | 42,216 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $679,787 | 43,216 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $596,380 | 43,216 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $606,320 | 43,216 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $574,243 | 45,216 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||