INDEPENDENT FINANCIAL GROUP, LLC

Position in ET — Energy Transfer LP

CIK 275484 SAN DIEGO, CA

Position in ET

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,359,250

+$278,025 QoQ

Shares Held

175,693

+10.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#64

of 530 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $18,040,968 across 15 Oil & Gas Midstream names. ET ranks #2 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	171,027	$6,286,952
2	ET	Energy Transfer LP This page	175,693	$3,359,250
3	WES	Western Midstream Partners, LP	34,393	$1,505,037
4	ENB	Enbridge Inc	22,657	$1,228,235
5	KMI	Kinder Morgan, Inc.	32,046	$1,024,510
6	SBR	Sabine Royalty Trust	11,154	$816,472
7	PAGP	Plains Gp Holdings LP	22,434	$544,473
8	WMB	Williams Companies, Inc.	7,320	$544,168

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,359,250	175,693	+10.0%	Shares	Sole	2026-07-15
2026-03-31	$3,081,225	159,649	-0.1%	Shares	Sole	2026-05-15
2025-12-31	$2,634,277	159,750	+19.5%	Shares	Sole	2026-05-15
2025-09-30	$2,293,674	133,664	+7.3%	Shares	Sole	2026-05-15
2025-06-30	$2,257,583	124,522	-1.0%	Shares	Sole	2026-05-15
2025-03-31	$2,337,952	125,764	+12.3%	Shares	Sole	2026-05-19
2024-12-31	$2,194,021	111,997	+11.2%	Shares	Sole	2026-06-12
2024-09-30	$1,616,700	100,729	+42.6%	Shares	Sole	2026-06-12
2024-06-30	$1,145,943	70,650	-22.1%	Shares	Sole	2026-06-12
2024-03-31	$1,426,821	90,707	+11.5%	Shares	Sole	2026-06-12
2023-12-31	$1,122,740	81,358	-14.5%	Shares	Sole	2026-06-12
2023-09-30	$1,334,687	95,131	-2.0%	Shares	Sole	2026-06-12
2023-06-30	$1,233,017	97,088	-1.1%	Shares	Sole	2026-06-12
2023-03-31	$1,223,918	98,149	+5.5%	Shares	Sole	2026-06-12
2022-12-31	$1,104,372	93,039	+2.7%	Shares	Sole	2026-06-15
2022-09-30	$999,395	90,607	-5.2%	Shares	Sole	2026-06-15
2022-06-30	$953,868	95,578	-2.5%	Shares	Sole	2026-06-12
2022-03-31	$1,097,302	98,061	+0.9%	Shares	Sole	2026-06-12
2021-12-31	$799,503	97,145	+8.7%	Shares	Sole	2026-06-15
2021-09-30	$855,771	89,329	+0.3%	Shares	Sole	2026-06-15
2021-06-30	$947,069	89,094	+25.0%	Shares	Sole	2026-06-15
2021-03-31	$547,253	71,257	+54.2%	Shares	Sole	2026-06-15
2020-12-31	$285,497	46,197	+40.8%	Shares	Sole	2026-06-15
2020-09-30	$177,786	32,802	+1.4%	Shares	Sole	2026-06-15
2020-06-30	$230,332	32,350	+56.0%	Shares	Sole	2026-06-15
2020-03-31	$95,367	20,732	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.