Position in PAA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$348,147
+$68,133 QoQ
Shares Held
15,591
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Claris Financial LLC holds $1,021,963 across 3 Oil & Gas Midstream names. PAA ranks #2 (34.1% of the industry book) .
All Filings in PAA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $348,147 | 15,591 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $280,014 | 15,591 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $265,982 | 15,591 | Shares | Sole | 2026-04-07 | |
| 2025-06-30 | $280,497 | 15,311 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $306,220 | 15,311 | Shares | Sole | 2025-06-18 | |
| 2024-12-31 | $261,511 | 15,311 | Shares | Sole | 2025-06-17 | |
| No filing history on record for this holder in this stock. | ||||||