180 Wealth Advisors, LLC

SEC CIK: 0001730817
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

ET holding history

Energy Transfer LP in every 13F filed by 180 Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ET overview All 13F holders of ET Full Q2 2026 holdings

Shares (Q2 2026): 211,064
Value: $4.04M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of ET by 180 Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	211,064	$4.04M	0.4%	−640−0.3%	Reduced	Holders
Q1 2026	211,704	$4.09M	0.5%	+2,336+1.1%	Added	Holders
Q4 2025	209,368	$3.45M	0.4%	+17,045+8.9%	Added	Holders
Q3 2025	192,323	$3.30M	0.4%	+3,024+1.6%	Added	Holders
Q2 2025	189,299	$3.43M	0.5%	−17,986−8.7%	Reduced	Holders
Q1 2025	207,285	$3.85M	0.6%	−603−0.3%	Reduced	Holders
Q4 2024	207,888	$4.07M	0.6%	−1,615−0.8%	Reduced	Holders
Q3 2024	209,503	$3.36M	0.5%	−2,009−0.9%	Reduced	Holders
Q2 2024	211,512	$3.45M	0.6%	−9,016−4.1%	Reduced	Holders
Q1 2024	220,528	$3.47M	0.6%	−6,476−2.9%	Reduced	Holders
Q4 2023	227,004	$3.15M	0.6%	−288−0.1%	Reduced	Holders
Q3 2023	227,292	$3.19M	0.7%	−7,159−3.1%	Reduced	Holders
Q2 2023	234,451	$3.01M	0.7%	−9,472−3.9%	Reduced	Holders
Q1 2023	243,923	$3.04M	0.7%	−4,156−1.7%	Reduced	Holders
Q4 2022	248,079	$3.35M	0.8%	−2,103−0.8%	Reduced	Holders
Q3 2022	250,182	$2.76M	0.8%	−10,093−3.9%	Reduced	Holders
Q2 2022	260,275	$2.61M	0.7%	+330+0.1%	Added	Holders
Q1 2022	259,945	$3.05M	0.7%	−25,272−8.9%	Reduced	Holders
Q4 2021	285,217	$2.62M	0.6%	+89,332+45.6%	Added	Holders
Q3 2021	195,885	$1.96M	0.4%	+13,128+7.2%	Added	Holders
Q2 2021	182,757	$1.72M	0.4%	−13,442−6.9%	Reduced	Holders
Q1 2021	196,199	$2.00M	0.5%	–	–	Holders

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