Ascentis Independent Advisors

Position in PAA — Plains All American Pipeline LP

CIK 1845003 DALLAS, TX

Position in PAA

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$11,441

-$2,603 QoQ

Shares Held

514

-18.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#386

of 418 holders

Holding Since

Sep 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Ascentis Independent Advisors holds $148,272 across 5 Oil & Gas Midstream names. PAA ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTM	DT Midstream, Inc.	559	$82,027
2	TRP	Tc Energy Corp	737	$48,850
3	PAA	Plains All American Pipeline LP This page	514	$11,441
4	EPD	Enterprise Products Partners L.P.	140	$5,146
5	SOBO	South Bow Corp	23	$808

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,441	514	-18.3%	Shares	Sole	2026-08-04
2026-03-31	$14,044	629	-30.1%	Shares	Sole	2026-04-28
2024-09-30	$15,633	900	—	Shares	Sole	2024-10-29
No filing history on record for this holder in this stock.