BWM Planning, LLC

Position in ET — Energy Transfer LP

CIK 2039698 THE WOODLANDS, TX

Position in ET

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$256,979

+$41,092 QoQ

Shares Held

13,315

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Mar 31, 2026

BWM Planning, LLC holds $5,293,469 across 4 Oil & Gas Midstream names. ET ranks #4 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PBT	Permian Basin Royalty Trust	104,397	$2,246,623
2	SBR	Sabine Royalty Trust	21,552	$1,623,727
3	WES	Western Midstream Partners, LP	28,325	$1,166,140
4	ET	Energy Transfer LP This page	13,315	$256,979

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$256,979	13,315	+1.7%	Shares	Sole	2026-04-22
2025-12-31	$215,887	13,092	+1.9%	Shares	Sole	2026-01-14
2025-09-30	$220,437	12,846	+1.9%	Shares	Sole	2025-10-31
2025-06-30	$228,655	12,612	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.