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Livermore
Livermore
ZHEN

Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

ET holding history

Energy Transfer LP in every 13F filed by Consilium Wealth Advisory, 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)
16,000
Value
$305.9K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of ET by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,000$305.9K0.1%00.0%UnchangedHolders
Q1 202616,000$308.8K0.1%00.0%UnchangedHolders
Q4 202516,000$263.8K0.1%00.0%UnchangedHolders
Q3 202516,000$274.6K0.1%00.0%UnchangedHolders
Q2 202516,000$290.1K0.1%00.0%UnchangedHolders
Q1 202516,000$297.4K0.1%00.0%UnchangedHolders
Q4 202416,000$313.4K0.1%00.0%UnchangedHolders
Q3 202416,000$256.8K0.1%00.0%UnchangedHolders
Q2 202416,000$259.5K0.1%00.0%UnchangedHolders
Q1 202416,000$251.7K0.1%00.0%UnchangedHolders
Q4 202316,000$220.8K0.1%00.0%UnchangedHolders
Q3 202316,000$224.5K0.2%00.0%UnchangedHolders
Q2 202316,000$203.2K0.1%00.0%UnchangedHolders
Q1 202316,000$199.5K0.2%00.0%UnchangedHolders
Q4 202216,000$189.9K0.2%00.0%UnchangedHolders
Q3 202216,000$176.0K0.2%00.0%UnchangedHolders
Q2 202216,000$160.0K0.2%00.0%UnchangedHolders
Q1 202216,000$179.0K0.1%00.0%UnchangedHolders
Q4 202116,000$132.0K0.1%–No prior filingHolders