Skip to main content

Diversified Trust Co

SEC CIK
0001479844
Latest filing
Jul 17, 2026

ET holding history

Energy Transfer LP in every 13F filed by Diversified Trust 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)
39,757
Value
$760.2K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of ET by Diversified Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,757$760.2K<0.1%−2,000−4.8%ReducedHolders
Q1 202641,757$805.9K<0.1%00.0%UnchangedHolders
Q4 202541,757$688.6K<0.1%+41,757NewHolders
Q4 20230$00.0%−11,339−100.0%Sold outHolders
Q3 202311,339$159.1K<0.1%+1,071+10.4%AddedHolders
Q2 202310,268$130.4K<0.1%+10,268NewHolders
Q3 20220$00.0%−36,948−100.0%Sold outHolders
Q2 202236,948$369.0K<0.1%+10,643+40.5%AddedHolders
Q1 202226,305$294.0K<0.1%+912+3.6%AddedHolders
Q4 202125,393$209.0K<0.1%+2,080+8.9%AddedHolders
Q3 202123,313$223.0K<0.1%00.0%UnchangedHolders
Q2 202123,313$248.0K<0.1%+2,234+10.6%AddedHolders
Q1 202121,079$162.0K<0.1%––Holders

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