Symphony Financial Services, Inc.

Position in ET — Energy Transfer LP

CIK 2031979 AKRON, OH

Position in ET

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$515,111

-$3,846 QoQ

Shares Held

26,941

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#680

of 1,278 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Symphony Financial Services, Inc. holds $1,868,400 across 3 Oil & Gas Midstream names. ET ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAA	Plains All American Pipeline LP	50,599	$1,126,333
2	ET	Energy Transfer LP This page	26,941	$515,111
3	EPD	Enterprise Products Partners L.P.	6,174	$226,956

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,111	26,941	+0.2%	Shares	Sole	2026-07-22
2026-03-31	$518,957	26,889	+0.2%	Shares	Sole	2026-05-07
2025-12-31	$442,492	26,834	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$459,424	26,773	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.