Position in TTE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$954,581
-$113,069 QoQ
Shares Held
12,276
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#438
of 983 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TTE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Plan A Wealth LLC holds $1,833,814 across 3 Oil & Gas Integrated names. TTE ranks #1 (52.1% of the industry book) .
All Filings in TTE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,581 | 12,276 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,067,650 | 11,735 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||