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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

ET holding history

Energy Transfer LP in every 13F filed by CFM Wealth Partners 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)
188,858
Value
$3.61M
% of portfolio
0.5%
Quarters held
17
Since Q3 2021
Holdings of ET by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026188,858$3.61M0.5%00.0%UnchangedHolders
Q1 2026188,858$3.64M0.5%00.0%UnchangedHolders
Q4 2025188,858$3.11M0.4%00.0%UnchangedHolders
Q3 2025188,858$3.24M0.5%00.0%UnchangedHolders
Q2 2025188,858$3.42M0.5%−4,292−2.2%ReducedHolders
Q1 2025193,150$3.59M0.6%+12,666+7.0%AddedHolders
Q4 2024180,484$3.54M0.6%−5,687−3.1%ReducedHolders
Q3 2024186,171$2.99M0.5%00.0%UnchangedHolders
Q2 2024186,171$3.02M0.6%+490.0%AddedHolders
Q1 2024186,122$2.93M0.6%+24,373+15.1%AddedHolders
Q4 2023161,749$2.23M0.5%+161,749NewHolders
Q3 20230$00.0%−161,749−100.0%Sold outHolders
Q2 2023161,749$2.05M0.5%+161,749NewHolders
Q1 20230$00.0%−159,444−100.0%Sold outHolders
Q4 2022159,444$1.89M0.6%+159,444NewHolders
Q3 20220$00.0%−160,510−100.0%Sold outHolders
Q2 2022160,510$1.60M0.5%+2,000+1.3%AddedHolders
Q1 2022158,510$1.77M0.4%00.0%UnchangedHolders
Q4 2021158,510$1.38M0.3%−641−0.4%ReducedHolders
Q3 2021159,151$1.52M0.4%+159,151NewHolders