Position in ET
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$227,011
-$2,137 QoQ
Shares Held
11,873
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,000
of 1,278 holders
Holding Since
Jun 2023
13 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, 2026SYM FINANCIAL Corp holds $3,076,765 across 4 Oil & Gas Midstream names. ET ranks #3 (7.4% of the industry book) .
All Filings in ET
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,011 | 11,873 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $229,148 | 11,873 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $252,973 | 15,341 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $263,251 | 15,341 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $278,132 | 15,341 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $285,189 | 15,341 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $300,530 | 15,341 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $246,223 | 15,341 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $248,831 | 15,341 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $241,313 | 15,341 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $280,705 | 20,341 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $284,809 | 20,300 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $207,010 | 16,300 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||