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C2C Wealth Management, LLC

SEC CIK
0001868903
Latest filing
Jul 9, 2026

ET holding history

Energy Transfer LP in every 13F filed by C2C 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)
21,493
Value
$410.9K
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of ET by C2C Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,493$410.9K0.3%−2,304−9.7%ReducedHolders
Q1 202623,797$459.3K0.4%00.0%UnchangedHolders
Q4 202523,797$392.4K0.3%00.0%UnchangedHolders
Q3 202523,797$408.4K0.4%00.0%UnchangedHolders
Q2 202523,797$431.4K0.4%00.0%UnchangedHolders
Q1 202523,797$442.4K0.4%00.0%UnchangedHolders
Q4 202423,797$466.2K0.4%00.0%UnchangedHolders
Q3 202423,797$392.2K0.4%00.0%UnchangedHolders
Q2 202423,797$386.0K0.4%−529−2.2%ReducedHolders
Q1 202424,326$382.6K0.4%00.0%UnchangedHolders
Q4 202324,326$335.0K0.3%00.0%UnchangedHolders
Q3 202324,326$334.6K<0.1%00.0%UnchangedHolders
Q2 202324,326$315.6K<0.1%00.0%UnchangedHolders
Q1 202324,326$306.9K<0.1%−1,250−4.9%ReducedHolders
Q4 202225,576$320.6K0.1%−792−3.0%ReducedHolders
Q3 202226,368$309.0K0.1%00.0%UnchangedHolders
Q2 202226,368$275.0K0.1%−300−1.1%ReducedHolders
Q1 202226,668$315.0K0.1%−308−1.1%ReducedHolders
Q4 202126,976$222.0K<0.1%–No prior filingHolders