Root Financial Partners, LLC

Position in PBA — Pembina Pipeline Corp

CIK 1977181 ENCINITAS, CA

Position in PBA

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$895

+$629 QoQ

Shares Held

+185.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Root Financial Partners, LLC holds $2,297,588 across 5 Oil & Gas Midstream names.

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	31,633	$1,162,829
2	WMB	Williams Companies, Inc.	4,277	$317,952
3	ET	Energy Transfer LP	15,641	$299,055
4	ENB	Enbridge Inc	5,024	$272,351
5	KMI	Kinder Morgan, Inc.	7,676	$245,401

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$895	20	+185.7%	Shares	Sole	2026-04-24
2025-12-31	$266	7	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.