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Livermore
Livermore
ZHEN

Keebeck Wealth Management, LLC

SEC CIK
0001803675
Latest filing
Aug 11, 2026

ET holding history

Energy Transfer LP in every 13F filed by Keebeck Wealth Management, 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)
314,060
Value
$6.00M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of ET by Keebeck Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026314,060$6.00M0.6%−1,239−0.4%ReducedHolders
Q1 2026315,299$6.09M0.7%−2,379−0.7%ReducedHolders
Q4 2025317,678$5.24M0.6%−2,027−0.6%ReducedHolders
Q3 2025319,705$5.49M0.6%+1,194+0.4%AddedHolders
Q2 2025318,511$5.77M0.8%+3,322+1.1%AddedHolders
Q1 2025315,189$5.86M0.9%−6,522−2.0%ReducedHolders
Q4 2024321,711$6.30M0.9%+255+0.1%AddedHolders
Q3 2024321,456$5.16M0.7%+8,799+2.8%AddedHolders
Q2 2024312,657$5.07M0.7%−1,730−0.6%ReducedHolders
Q1 2024314,387$4.95M0.7%+10.0%AddedHolders
Q4 2023314,386$4.34M0.7%−17,657−5.3%ReducedHolders
Q3 2023332,043$4.66M0.8%+4,103+1.3%AddedHolders
Q2 2023327,940$4.16M0.6%+125,580+62.1%AddedHolders
Q1 2023202,360$2.52M0.4%+49,819+32.7%AddedHolders
Q4 2022152,541$1.81M0.3%−1,467−1.0%ReducedHolders
Q3 2022154,008$1.70M0.3%+1,673+1.1%AddedHolders
Q2 2022152,335$1.52M0.3%+12,307+8.8%AddedHolders
Q1 2022140,028$1.57M0.3%+23,090+19.7%AddedHolders
Q4 2021116,938$962.0K0.2%+19,853+20.4%AddedHolders
Q3 202197,085$930.0K0.2%+18,097+22.9%AddedHolders
Q2 202178,988$840.0K0.1%−166,418−67.8%ReducedHolders
Q1 2021245,406$1.89M0.3%––Holders

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