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Livermore
Livermore
ZHEN

Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

ET holding history

Energy Transfer LP in every 13F filed by Lee Financial Co, 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)
40,304
Value
$770.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ET by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,304$770.6K0.1%+480+1.2%AddedHolders
Q1 202639,824$768.6K0.1%−3,790−8.7%ReducedHolders
Q4 202543,614$719.2K0.1%−150,203−77.5%ReducedHolders
Q3 2025193,817$3.33M0.4%+151,657+359.7%AddedHolders
Q2 202542,160$764.4K0.1%00.0%UnchangedHolders
Q1 202542,160$783.8K0.1%−150,801−78.2%ReducedHolders
Q4 2024192,961$3.78M0.5%+1,657+0.9%AddedHolders
Q3 2024191,304$3.07M0.4%+151,119+376.1%AddedHolders
Q2 202440,185$651.8K0.1%00.0%UnchangedHolders
Q1 202440,185$632.1K0.1%−2,814−6.5%ReducedHolders
Q4 202342,999$593.4K0.1%+3,417+8.6%AddedHolders
Q3 202339,582$555.3K0.1%00.0%UnchangedHolders
Q2 202339,582$502.7K0.1%00.0%UnchangedHolders
Q1 202339,582$493.6K0.1%−125,624−76.0%ReducedHolders
Q4 2022165,206$1.96M0.3%00.0%UnchangedHolders
Q3 2022165,206$1.82M0.3%00.0%UnchangedHolders
Q2 2022165,206$1.65M0.3%00.0%UnchangedHolders
Q1 2022165,206$1.85M0.3%+19,843+13.7%AddedHolders
Q4 2021145,363$1.20M0.2%+1,968+1.4%AddedHolders
Q3 2021143,395$1.37M0.3%00.0%UnchangedHolders
Q2 2021143,395$1.52M0.3%+6,338+4.6%AddedHolders
Q1 2021137,057$1.05M0.2%––Holders

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