CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Position in ET — Energy Transfer LP
CIK 944361
MINNEAPOLIS, MN
Position in ET
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$672,373
+$58,518 QoQ
Shares Held
35,166
+10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#594
of 1,278 holders
Holding Since
Jun 2024
9 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, 2026CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $2,988,747 across 3 Oil & Gas Midstream names. ET ranks #3 (22.5% of the industry book) .
All Filings in ET
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,373 | 35,166 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $613,855 | 31,806 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $514,999 | 31,231 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $535,923 | 31,231 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $566,218 | 31,231 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $582,443 | 31,331 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $611,815 | 31,231 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $501,257 | 31,231 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $506,566 | 31,231 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||