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Livermore
Livermore
ZHEN

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SEC CIK
0002016209
Latest filing
Aug 26, 2026

ET holding history

Energy Transfer LP in every 13F filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, 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)
15,500
Value
$330.2K
% of portfolio
0.2%
Quarters held
5
Since Q2 2025
Holdings of ET by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,500$330.2K0.2%00.0%UnchangedHolders
Q1 202615,500$316.0K0.2%00.0%UnchangedHolders
Q4 202515,500$268.9K0.2%00.0%UnchangedHolders
Q3 202515,500$262.8K0.2%00.0%UnchangedHolders
Q2 202515,500$270.7K0.2%+15,500NewHolders