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Livermore
Livermore
ZHEN

Olistico Wealth, LLC

SEC CIK
0001962695
Latest filing
Jul 13, 2026

ET holding history

Energy Transfer LP in every 13F filed by Olistico Wealth, 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)
56,246
Value
$1.08M
% of portfolio
0.5%
Quarters held
15
Since Q4 2022
Holdings of ET by Olistico Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,246$1.08M0.5%00.0%UnchangedHolders
Q1 202656,246$1.09M0.5%00.0%UnchangedHolders
Q4 202556,246$927.5K0.5%−1,440−2.5%ReducedHolders
Q3 202557,686$989.9K0.5%00.0%UnchangedHolders
Q2 202557,686$1.05M0.6%+1,563+2.8%AddedHolders
Q1 202556,123$1.04M0.6%00.0%UnchangedHolders
Q4 202456,123$1.10M0.6%+123+0.2%AddedHolders
Q3 202456,000$898.8K0.5%00.0%UnchangedHolders
Q2 202456,000$908.3K0.6%00.0%UnchangedHolders
Q1 202456,000$880.9K0.6%00.0%UnchangedHolders
Q4 202356,000$772.8K0.6%00.0%UnchangedHolders
Q3 202356,000$785.7K0.7%00.0%UnchangedHolders
Q2 202356,000$711.2K0.6%00.0%UnchangedHolders
Q1 202356,000$698.3K0.7%00.0%UnchangedHolders
Q4 202256,000$664.7K0.7%–No prior filingHolders