IFG Advisory, LLC ET holdings history
ENERGY TRANSFER LP · CUSIP 29273V100 · CIK 1728319
As of 2026-06-30, IFG Advisory, LLC reported 97.72K ET (shares), valued at $1.87M, or 0.07% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 110.43%; reported value increased 108.46%, and weight changed -2.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.07% | 97,724 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 2.57% | 46,441 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 0.03% | 37,976 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 0.05% | 70,195 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 0.14% | 155,609 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 0.13% | 130,667 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 0.12% | 109,301 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 0.11% | 104,306 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 0.09% | 87,926 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 0.09% | 72,693 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 0.05% | 46,299 | SEC filing ↗Filed Jan 17, 2024 |
| Q3 2023 | 0.06% | 51,299 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.06% | 51,299 | $719.73K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 0.05% | 46,299 | $638.93K | Shares decreased 9.75%; reported value decreased 11.23%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 0.09% | 72,693 | $1.14M | Shares increased 57.01%; reported value increased 78.97%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 0.09% | 87,926 | $1.43M | Shares increased 20.96%; reported value increased 24.72%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 0.11% | 104,306 | $1.67M | Shares increased 18.63%; reported value increased 17.39%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 0.12% | 109,301 | $2.14M | Shares increased 4.79%; reported value increased 27.90%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.13% | 130,667 | $2.43M | Shares increased 19.55%; reported value increased 13.45%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 0.14% | 155,609 | $2.82M | Shares increased 19.09%; reported value increased 16.14%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 0.05% | 70,195 | $1.20M | Shares decreased 54.89%; reported value decreased 57.30%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 0.03% | 37,976 | $626.23K | Shares decreased 45.90%; reported value decreased 48.01%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 2.57% | 46,441 | $896.31K | Shares increased 22.29%; reported value increased 43.13%, and weight changed +2.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 0.07% | 97,724 | $1.87M | Shares increased 110.43%; reported value increased 108.46%, and weight changed -2.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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