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Livermore
Livermore
ZHEN

Thrive Wealth Management, LLC

SEC CIK
0001847610
Latest filing
Jul 7, 2026

ET holding history

Energy Transfer LP in every 13F filed by Thrive 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)
24,095
Value
$460.7K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of ET by Thrive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,095$460.7K0.1%−22,999−48.8%ReducedHolders
Q1 202647,094$908.9K0.1%+60+0.1%AddedHolders
Q4 202547,034$775.6K0.1%00.0%UnchangedHolders
Q3 202547,034$807.1K0.1%00.0%UnchangedHolders
Q2 202547,034$852.7K0.1%+1,000+2.2%AddedHolders
Q1 202546,034$855.8K0.2%−60.0%ReducedHolders
Q4 202446,040$901.9K0.2%+60.0%AddedHolders
Q3 202446,034$738.9K0.1%00.0%UnchangedHolders
Q2 202446,034$746.7K0.1%00.0%UnchangedHolders
Q1 202446,034$724.1K0.1%00.0%UnchangedHolders
Q4 202346,034$635.3K0.1%00.0%UnchangedHolders
Q3 202346,034$645.9K0.2%00.0%UnchangedHolders
Q2 202346,034$584.6K0.2%00.0%UnchangedHolders
Q1 202346,034$574.0K0.1%00.0%UnchangedHolders
Q4 202246,034$546.4K0.2%00.0%UnchangedHolders
Q3 202246,034$508.0K0.2%00.0%UnchangedHolders
Q2 202246,034$459.0K0.2%00.0%UnchangedHolders
Q1 202246,034$515.0K0.2%00.0%UnchangedHolders
Q4 202146,034$379.0K0.1%–No prior filingHolders