SEC 13F Intelligence

Uptown Financial Advisors LLC / ET

Uptown Financial Advisors LLC’s Energy Transfer L P Position

Does Uptown Financial Advisors LLC own Energy Transfer L P (ET)? Yes — 128.7K shares worth $2M (+1.97% of its 13F portfolio) as of Q1 2026, down from 130.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
128.7K
% of Portfolio
+1.97%
Quarters Held
5
currently held

Position History ET

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026128.7K$2M+1.97%
Q4 2025130.2K$2M+1.54%
Q3 2025128.6K$2M+1.82%
Q2 2025128.6K$2M+2.00%
Q1 202590.7K$2M+1.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Uptown Financial Advisors LLC’s full portfolio or all institutional holders of ET.