Position in ET
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$474,634
-$8,618 QoQ
Shares Held
24,824
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#712
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, 2026FULCRUM WEALTH ADVISORS, LLC holds $474,634 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
|
24,824 | $474,634 |
All Filings in ET
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,634 | 24,824 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $483,252 | 25,039 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $397,969 | 24,134 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||