Position in ET
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$965,000
New position
Shares Held
50,000
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026TRB Wealth Management, LLC holds $873,509 across 3 Oil & Gas Midstream names.
All Filings in ET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $965,000 | 50,000 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||