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Livermore
Livermore
ZHEN

Shepherd Kaplan Krochuk, LLC

SEC CIK
0001218583
Latest filing
Aug 14, 2026

ET holding history

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

ET overviewAll 13F holders of ETFull Q2 2026 holdings

Shares (Q2 2026)
203,522
Value
$3.89M
% of portfolio
3.1%
Quarters held
22
Since Q1 2021
Holdings of ET by Shepherd Kaplan Krochuk, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026203,522$3.89M3.1%−11,439−5.3%ReducedHolders
Q1 2026214,961$4.15M3.5%+10,470+5.1%AddedHolders
Q4 2025204,491$3.37M2.8%−13,040−6.0%ReducedHolders
Q3 2025217,531$3.73M3.1%−7,237−3.2%ReducedHolders
Q2 2025224,768$4.08M3.5%−5,168−2.2%ReducedHolders
Q1 2025229,936$4.27M3.7%−7,691−3.2%ReducedHolders
Q4 2024237,627$4.66M3.9%−15,076−6.0%ReducedHolders
Q3 2024252,703$4.06M3.1%+1250.0%AddedHolders
Q2 2024252,578$4.10M3.2%−10,005−3.8%ReducedHolders
Q1 2024262,583$4.13M3.3%+5,610+2.2%AddedHolders
Q4 2023256,973$3.55M2.9%+24,581+10.6%AddedHolders
Q3 2023232,392$3.26M2.8%−46,475−16.7%ReducedHolders
Q2 2023278,867$3.54M2.8%+533+0.2%AddedHolders
Q1 2023278,334$3.47M3.1%+12,971+4.9%AddedHolders
Q4 2022265,363$3.15M1.9%−8,974−3.3%ReducedHolders
Q3 2022274,337$3.03M1.5%−27,754−9.2%ReducedHolders
Q2 2022302,091$3.02M1.3%−16,646−5.2%ReducedHolders
Q1 2022318,737$3.57M1.4%−7,212−2.2%ReducedHolders
Q4 2021325,949$2.68M1.0%+5,769+1.8%AddedHolders
Q3 2021320,180$3.07M1.1%−8,919−2.7%ReducedHolders
Q2 2021329,099$3.50M1.3%−48,593−12.9%ReducedHolders
Q1 2021377,692$2.90M1.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.