Position in ET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$231,046
+$740 QoQ
Shares Held
12,084
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#994
of 1,278 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026ALLIUM FINANCIAL ADVISORS, LLC holds $231,046 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
|
12,084 | $231,046 |
All Filings in ET
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,046 | 12,084 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $230,306 | 11,933 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $194,202 | 11,777 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $199,158 | 11,606 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||