PAA — PLAINS ALL AMERN PIPELINE L

Ownership history in WT Wealth Management  ·  7 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management reported a position in PLAINS ALL AMERN PIPELINE L (PAA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.23% (2025 Q2)
Avg. % of fund
0.18%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 37,030 -5,683 -13.3% 0.18% $632K $16.32
2025 Q2 ADDED 42,713 +11,403 +36.4% 0.23% $783K $17.17
2025 Q1 ADDED 31,310 +2,229 +7.7% 0.20% $626K $18.34
2024 Q4 ADDED 29,081 +4,541 +18.5% 0.16% $497K $15.38
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PAA price (monthly, adj. close)

Other funds also holding PAA

As of 2025 Q4 — sorted by position size

Fractal Investments LLC 3Y 9.09% ALPS ADVISORS INC 3Y 7Y 7.95% LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3Y 7Y 6.46% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 6.27% INFRASTRUCTURE CAPITAL ADVISORS, LLC 3Y 7Y 5.14% AMERICAN FINANCIAL GROUP INC 3Y 7Y 2.69% EAGLE GLOBAL ADVISORS LLC 3Y 7Y 2.41% Sovereign Investment Advisors, LLC 3Y 2.36% BERKLEY W R CORP 3Y 7Y 2.27% TORTOISE CAPITAL ADVISORS, L.L.C. 3Y 7Y 2.18%
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