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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

ET holding history

Energy Transfer LP in every 13F filed by Personal Cfo Solutions, 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)
88,931
Value
$1.70M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of ET by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202688,931$1.70M0.2%+9,013+11.3%AddedHolders
Q1 202679,918$1.54M0.2%+130.0%AddedHolders
Q4 202579,905$1.32M0.2%+140.0%AddedHolders
Q3 202579,891$1.37M0.2%+1,014+1.3%AddedHolders
Q2 202578,877$1.43M0.3%−3,157−3.8%ReducedHolders
Q1 202582,034$1.53M0.3%−157−0.2%ReducedHolders
Q4 202482,191$1.61M0.3%−1,574−1.9%ReducedHolders
Q3 202483,765$1.34M0.2%+10,013+13.6%AddedHolders
Q2 202473,752$1.20M0.2%+14,938+25.4%AddedHolders
Q1 202458,814$925.2K0.1%+140.0%AddedHolders
Q4 202358,800$811.4K0.1%+340+0.6%AddedHolders
Q3 202358,460$820.2K0.2%+140.0%AddedHolders
Q2 202358,446$742.3K0.2%−809−1.4%ReducedHolders
Q1 202359,255$738.9K0.2%+10,037+20.4%AddedHolders
Q4 202249,218$584.2K0.1%+1,012+2.1%AddedHolders
Q3 202248,206$532.0K0.1%+180+0.4%AddedHolders
Q2 202248,026$479.0K0.1%+100.0%AddedHolders
Q1 202248,016$537.0K0.1%+10,595+28.3%AddedHolders
Q4 202137,421$308.0K0.1%−2,603−6.5%ReducedHolders
Q3 202140,024$383.0K0.1%−1,955−4.7%ReducedHolders
Q2 202141,979$446.0K0.1%−992−2.3%ReducedHolders
Q1 202142,971$330.0K0.1%––Holders

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