Uptown Financial Advisors LLC

Position in ET — Energy Transfer LP

CIK 2066147 DALLAS, TX

Position in ET

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

Position Value

$2,462,158

-$22,408 QoQ

Shares Held

128,774

+0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

13.99%

of 13F equity value

Holder Rank

#320

of 1,278 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Uptown Financial Advisors LLC holds $4,450,767 across 3 Oil & Gas Midstream names. ET ranks #1 (55.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP This page	128,774	$2,462,158
2	EPD	Enterprise Products Partners L.P.	48,051	$1,766,354
3	KMI	Kinder Morgan, Inc.	6,952	$222,255

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,462,158	128,774	+0.0%	Shares	Sole	2026-07-10
2026-03-31	$2,484,566	128,734	-1.1%	Shares	Sole	2026-04-13
2025-12-31	$2,146,189	130,151	+1.2%	Shares	Sole	2026-01-23
2025-09-30	$2,207,496	128,642	+0.1%	Shares	Sole	2025-10-15
2025-06-30	$2,330,684	128,554	+41.8%	Shares	Sole	2025-07-10
2025-03-31	$1,685,908	90,689	0.0%	Shares	Sole	2025-05-06
2024-12-31	$1,776,597	90,689	—	Shares	Sole	2025-04-29
No filing history on record for this holder in this stock.