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Phillips Wealth Planners LLC

SEC CIK
0001962628
Latest filing
Aug 7, 2026

ETRN holding history

Midstream Co LLC in every 13F filed by Phillips Wealth Planners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ETRN overviewAll 13F holders of ETRNFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2022
Holdings of ETRN by Phillips Wealth Planners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−10,699−100.0%Sold outHolders
Q1 202410,699$131.5K0.2%−250−2.3%ReducedHolders
Q4 202310,949$112.3K0.1%−214−1.9%ReducedHolders
Q3 202311,163$99.8K0.1%−155−1.4%ReducedHolders
Q2 202311,318$108.2K0.1%−386−3.3%ReducedHolders
Q1 202311,704$59.0K0.1%−263−2.2%ReducedHolders
Q4 202211,967$80.2K0.1%–No prior filingHolders