Position in PBA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$70,947
+$2,286 QoQ
Shares Held
1,534
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#347
of 431 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $873,131 across 7 Oil & Gas Midstream names. PBA ranks #2 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
7,658 | $665,786 | |
| 2 | PBA |
Pembina Pipeline Corp
This page
|
1,534 | $70,947 | |
| 3 | ENB |
Enbridge Inc
|
1,296 | $70,256 | |
| 4 | WMB |
Williams Companies, Inc.
|
550 | $40,887 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
615 | $19,661 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
121 | $4,447 | |
| 7 | ET |
Energy Transfer LP
|
60 | $1,147 |
All Filings in PBA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,947 | 1,534 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $68,661 | 1,534 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $58,384 | 1,534 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $62,065 | 1,534 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $57,540 | 1,534 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $61,373 | 1,661 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||