Position in ET
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$17,208
-$162 QoQ
Shares Held
900
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,213
of 1,278 holders
Holding Since
Dec 2025
3 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, 2026Nvest Wealth Strategies, Inc. holds $21,866 across 3 Oil & Gas Midstream names. ET ranks #1 (78.7% of the industry book) .
All Filings in ET
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,208 | 900 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $17,370 | 900 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,841 | 900 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||