Position in ET
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$237,527
-$40,836 QoQ
Shares Held
12,423
-13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#985
of 1,278 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Next Level Wealth Planning, LLC holds $237,527 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
|
12,423 | $237,527 |
All Filings in ET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,527 | 12,423 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $278,363 | 14,423 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $246,690 | 14,960 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $256,713 | 14,960 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $268,088 | 14,787 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $274,890 | 14,787 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $299,472 | 15,287 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||