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Livermore
Livermore
ZHEN

Legacy Advisors, LLC

SEC CIK
0001720969
Latest filing
Jul 24, 2026

ET holding history

Energy Transfer LP in every 13F filed by Legacy Advisors, 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)
101,747
Value
$1.95M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of ET by Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026101,747$1.95M0.2%00.0%UnchangedHolders
Q1 2026101,747$1.96M0.2%−7,165−6.6%ReducedHolders
Q4 2025108,912$1.80M0.2%+7,165+7.0%AddedHolders
Q3 2025101,747$1.75M0.2%+101,747NewHolders
Q2 20250$00.0%−70,512−100.0%Sold outHolders
Q1 202570,512$1.31M0.1%−3,192−4.3%ReducedHolders
Q4 202473,704$1.44M0.1%−2,834−3.7%ReducedHolders
Q3 202476,538$1.23M0.1%00.0%UnchangedHolders
Q2 202476,538$1.24M0.2%00.0%UnchangedHolders
Q1 202476,538$1.20M0.2%−17,800−18.9%ReducedHolders
Q4 202394,338$1.30M0.2%+1,817+2.0%AddedHolders
Q3 202392,521$1.30M0.2%+2,800+3.1%AddedHolders
Q2 202389,721$1.14M0.2%+2,000+2.3%AddedHolders
Q1 202387,721$1.09M0.2%00.0%UnchangedHolders
Q4 202287,721$1.04M0.2%+8,361+10.5%AddedHolders
Q3 202279,360$875.0K0.2%−625−0.8%ReducedHolders
Q2 202279,985$798.0K0.2%+43,083+116.7%AddedHolders
Q1 202236,902$413.0K0.1%00.0%UnchangedHolders
Q4 202136,902$304.0K0.1%00.0%UnchangedHolders
Q3 202136,902$354.0K0.1%00.0%UnchangedHolders
Q2 202136,902$392.0K0.2%00.0%UnchangedHolders
Q1 202136,902$283.0K0.1%––Holders

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