Financial Plan, Inc.

SEC CIK: 0002107584
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

ET holding history

Energy Transfer LP in every 13F filed by Financial Plan, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ET overview All 13F holders of ET Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2025

Holdings of ET by Financial Plan, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−15,000−100.0%	Sold out	Holders
Q4 2025	15,000	$247.3K	<0.1%	–	No prior filing	Holders