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Livermore
Livermore
ZHEN

Meridian Wealth Advisors, LLC

SEC CIK
0001768095
Latest filing
Aug 14, 2026

ET holding history

Energy Transfer LP in every 13F filed by Meridian 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 overviewAll 13F holders of ETFull Q2 2026 holdings

Shares (Q2 2026)
68,879
Value
$1.32M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ET by Meridian Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668,879$1.32M0.1%+514+0.8%AddedHolders
Q1 202668,365$1.32M0.2%−63−0.1%ReducedHolders
Q4 202568,428$1.13M0.2%00.0%UnchangedHolders
Q3 202568,428$1.17M0.2%−1,500−2.1%ReducedHolders
Q2 202569,928$1.27M0.2%00.0%UnchangedHolders
Q1 202569,928$1.30M0.2%+3,700+5.6%AddedHolders
Q4 202466,228$1.30M0.2%+5,174+8.5%AddedHolders
Q3 202461,054$979.9K0.2%00.0%UnchangedHolders
Q2 202461,054$990.3K0.2%00.0%UnchangedHolders
Q1 202461,054$960.4K0.2%00.0%UnchangedHolders
Q4 202361,054$842.5K0.2%−170.0%ReducedHolders
Q3 202361,071$856.8K0.2%+170.0%AddedHolders
Q2 202361,054$775.4K0.2%00.0%UnchangedHolders
Q1 202361,054$761.3K0.2%00.0%UnchangedHolders
Q4 202261,054$724.7K0.2%00.0%UnchangedHolders
Q3 202261,054$673.0K0.2%00.0%UnchangedHolders
Q2 202261,054$609.0K0.2%00.0%UnchangedHolders
Q1 202261,054$683.0K0.2%−5,699−8.5%ReducedHolders
Q4 202166,753$549.0K0.1%00.0%UnchangedHolders
Q3 202166,753$640.0K0.2%00.0%UnchangedHolders
Q2 202166,753$710.0K0.2%00.0%UnchangedHolders
Q1 202166,753$513.0K0.2%––Holders

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