Triad Wealth Partners, LLC

Position in ET — Energy Transfer LP

CIK 2012717 LAWRENCE, KS

Position in ET

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$917,129

+$41,759 QoQ

Shares Held

47,967

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#527

of 1,278 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Triad Wealth Partners, LLC holds $2,724,339 across 6 Oil & Gas Midstream names. ET ranks #1 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP This page	47,967	$917,129
2	TRGP	Targa Resources Corp.	2,036	$545,933
3	ENB	Enbridge Inc	8,024	$434,981
4	KMI	Kinder Morgan, Inc.	11,024	$352,437
5	WMB	Williams Companies, Inc.	3,454	$256,770
6	OKE	Oneok Inc /New/	2,497	$217,089

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$917,129	47,967	+5.8%	Shares	Sole	2026-08-10
2026-03-31	$875,370	45,356	-2.5%	Shares	Sole	2026-04-16
2025-12-31	$766,933	46,509	-0.8%	Shares	Sole	2026-01-22
2025-09-30	$804,375	46,875	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.