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Livermore
Livermore
ZHEN

Waterfront Wealth Inc.

SEC CIK
0001775210
Latest filing
Jul 30, 2026

ET holding history

Energy Transfer LP in every 13F filed by Waterfront Wealth Inc., 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)
42,385
Value
$871.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ET by Waterfront Wealth Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642,385$871.0K0.1%−1,991−4.5%ReducedHolders
Q1 202644,376$856.5K0.2%+100.0%AddedHolders
Q4 202544,366$802.6K0.2%+1,231+2.9%AddedHolders
Q3 202543,135$727.5K0.1%+100.0%AddedHolders
Q2 202543,125$781.9K0.2%−288−0.7%ReducedHolders
Q1 202543,413$807.0K0.2%−59−0.1%ReducedHolders
Q4 202443,472$851.6K0.2%−150−0.3%ReducedHolders
Q3 202443,622$718.0K0.2%−174−0.4%ReducedHolders
Q2 202443,796$710.4K0.2%−552−1.2%ReducedHolders
Q1 202444,348$705.1K0.2%+100.0%AddedHolders
Q4 202344,338$611.9K0.2%+3,167+7.7%AddedHolders
Q3 202341,171$567.3K0.2%+57+0.1%AddedHolders
Q2 202341,114$544.4K0.2%+629+1.6%AddedHolders
Q1 202340,485$504.9K0.2%+100.0%AddedHolders
Q4 202240,475$540.7K0.2%+382+1.0%AddedHolders
Q3 202240,093$502.0K0.2%−582−1.4%ReducedHolders
Q2 202240,675$406.0K0.2%+1,918+4.9%AddedHolders
Q1 202238,757$426.0K0.2%+3,039+8.5%AddedHolders
Q4 202135,718$294.0K0.1%−20,884−36.9%ReducedHolders
Q3 202156,602$542.0K0.3%+2,382+4.4%AddedHolders
Q2 202154,220$576.0K0.3%−652−1.2%ReducedHolders
Q1 202154,872$431.0K0.2%––Holders

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