Quantum Financial Planning Services, Inc.
Position in ET — Energy Transfer LP
CIK 2050169
SPOKANE, WA
Position in ET
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$191,200
-$1,800 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#1,057
of 1,278 holders
Holding Since
Jun 2025
5 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, 2026Quantum Financial Planning Services, Inc. holds $839,040 across 3 Oil & Gas Midstream names. ET ranks #3 (22.8% of the industry book) .
All Filings in ET
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,200 | 10,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $193,000 | 10,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $164,900 | 10,000 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $171,600 | 10,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $181,300 | 10,000 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||