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Herold Advisors, Inc.

SEC CIK
0001891713
Latest filing
Jul 22, 2026

ET holding history

Energy Transfer LP in every 13F filed by Herold Advisors, 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)
15,220
Value
$290.0K
% of portfolio
0.1%
Quarters held
20
Since Q3 2021
Holdings of ET by Herold Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,220$290.0K0.1%+1,900+14.3%AddedHolders
Q1 202613,320$257.1K0.1%00.0%UnchangedHolders
Q4 202513,320$219.6K<0.1%00.0%UnchangedHolders
Q3 202513,320$228.6K0.1%−836−5.9%ReducedHolders
Q2 202514,156$256.7K0.1%+29+0.2%AddedHolders
Q1 202514,127$262.6K0.1%+507+3.7%AddedHolders
Q4 202413,620$266.8K0.1%+1,509+12.5%AddedHolders
Q3 202412,111$194.4K<0.1%+9+0.1%AddedHolders
Q2 202412,102$196.3K<0.1%+9+0.1%AddedHolders
Q1 202412,093$190.2K<0.1%+9+0.1%AddedHolders
Q4 202312,084$166.8K<0.1%+9+0.1%AddedHolders
Q3 202312,075$169.4K0.1%+165+1.4%AddedHolders
Q2 202311,910$151.3K<0.1%+10+0.1%AddedHolders
Q1 202311,900$148.4K0.1%+1,000+9.2%AddedHolders
Q4 202210,900$129.4K0.1%+700+6.9%AddedHolders
Q3 202210,200$112.0K0.1%00.0%UnchangedHolders
Q2 202210,200$101.0K<0.1%−9,500−48.2%ReducedHolders
Q1 202219,700$220.4K0.1%00.0%UnchangedHolders
Q4 202119,700$162.0K0.1%00.0%UnchangedHolders
Q3 202119,700$188.0K0.1%–No prior filingHolders