Position in PAA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$27,290
+$428 QoQ
Shares Held
1,226
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#368
of 419 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Financial Life Planners holds $179,449 across 6 Oil & Gas Midstream names. PAA ranks #4 (15.2% of the industry book) .
All Filings in PAA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,290 | 1,226 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $26,862 | 1,203 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $19,653 | 1,152 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $18,497 | 1,083 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||