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Livermore
Livermore
ZHEN

Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

ET holding history

Energy Transfer LP in every 13F filed by Advisor OS, 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)
46,950
Value
$897.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ET by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,950$897.7K0.1%−3,579−7.1%ReducedHolders
Q1 202650,529$975.2K0.1%+2,377+4.9%AddedHolders
Q4 202548,152$794.0K0.1%−1,653−3.3%ReducedHolders
Q3 202549,805$854.7K0.1%+3,338+7.2%AddedHolders
Q2 202546,467$842.4K0.1%−3,468−6.9%ReducedHolders
Q1 202549,935$928.3K0.1%+1,345+2.8%AddedHolders
Q4 202448,590$951.9K0.1%+2,580+5.6%AddedHolders
Q3 202446,010$738.5K0.1%+31+0.1%AddedHolders
Q2 202445,979$745.8K0.1%+1,031+2.3%AddedHolders
Q1 202444,948$707.0K0.1%+948+2.2%AddedHolders
Q4 202344,000$607.2K0.1%−952−2.1%ReducedHolders
Q3 202344,952$630.7K0.1%+1,090+2.5%AddedHolders
Q2 202343,862$557.0K0.1%+2,528+6.1%AddedHolders
Q1 202341,334$515.4K0.1%00.0%UnchangedHolders
Q4 202241,334$490.6K0.1%00.0%UnchangedHolders
Q3 202241,334$456.0K0.1%00.0%UnchangedHolders
Q2 202241,334$413.0K0.1%00.0%UnchangedHolders
Q1 202241,334$463.0K0.1%00.0%UnchangedHolders
Q4 202141,334$340.0K0.1%00.0%UnchangedHolders
Q3 202141,334$396.0K0.1%00.0%UnchangedHolders
Q2 202141,334$439.0K0.1%00.0%UnchangedHolders
Q1 202141,334$317.0K0.1%––Holders

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