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Livermore
Livermore
ZHEN

Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

ET holding history

Energy Transfer LP in every 13F filed by Wetherby Asset Management Inc, 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 Q3 2025 holdings

Shares (Q3 2025)
23,413
Value
$401.8K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of ET by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202523,413$401.8K<0.1%+20.0%AddedHolders
Q2 202523,411$424.4K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202423,608$462.5K<0.1%+100+0.4%AddedHolders
Q3 202423,508$377.3K<0.1%00.0%UnchangedHolders
Q2 202423,508$381.3K<0.1%00.0%UnchangedHolders
Q1 202423,508$369.8K<0.1%00.0%UnchangedHolders
Q4 202323,508$324.4K<0.1%+4,067+20.9%AddedHolders
Q3 202319,441$272.8K<0.1%−4,852−20.0%ReducedHolders
Q2 202324,293$308.5K<0.1%00.0%UnchangedHolders
Q1 202324,293$302.9K<0.1%+4,406+22.2%AddedHolders
Q4 202219,887$236.1K<0.1%−222−1.1%ReducedHolders
Q3 202220,109$222.0K<0.1%00.0%UnchangedHolders
Q2 202220,109$201.0K<0.1%00.0%UnchangedHolders
Q1 202220,109$225.0K<0.1%00.0%UnchangedHolders
Q4 202120,109$165.0K<0.1%00.0%UnchangedHolders
Q3 202120,109$193.0K<0.1%00.0%UnchangedHolders
Q2 202120,109$214.0K<0.1%+4,909+32.3%AddedHolders
Q1 202115,200$117.0K<0.1%––Holders

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