Position in TRGP
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$3,519,747
+$918,113 QoQ
Shares Held
14,038
-0.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
3.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026PEAK FINANCIAL ADVISORS LLC holds $4,076,477 across 3 Oil & Gas Midstream names.
All Filings in TRGP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,519,747 | 14,038 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,601,634 | 14,101 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $735,333 | 4,389 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $413,788 | 2,377 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||