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Forum Financial Management, LP → ET
Forum Financial Management, LP ET Position History
Energy Transfer LP • Energy
Quarters held
9
Latest value
$6.1M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q4 2025 | $2M |
| Q4 2025 | $5.1M |
| Q1 2026 | $1.8M |
| Q1 2026 | $6M |
| Q2 2026 | $1.6M |
| Q2 2026 | $5.9M |
| Q3 2026 | $1.6M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 308.3K | — | — |
| Q3 2026 | $1.6M | 80.7K | — | — |
| Q2 2026 | $5.9M | 308.3K | — | — |
| Q2 2026 | $1.6M | 84.1K | — | — |
| Q1 2026 | $6M | 308.3K | — | — |
| Q1 2026 | $1.8M | 93.6K | — | — |
| Q4 2025 | $5.1M | 308.3K | — | — |
| Q4 2025 | $2M | 122.6K | — | — |
| Q3 2025 | $1.7M | 102.0K | — | — |
Other funds holding ET
$1.5B
$1.4B
$1.3B
$1.3B
$1.2B
$1.1B
$1.1B
$1.1B