BWM Planning, LLC

SEC CIK: 0002039698
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

ET holding history

Energy Transfer LP in every 13F filed by BWM Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ET overview All 13F holders of ET Full Q2 2026 holdings

Shares (Q2 2026): 13,531
Value: $258.7K
% of portfolio: 0.1%
Quarters held: 5; Since Q2 2025

Holdings of ET by BWM Planning, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,531	$258.7K	0.1%	+216+1.6%	Added	Holders
Q1 2026	13,315	$257.0K	0.1%	+223+1.7%	Added	Holders
Q4 2025	13,092	$215.9K	0.1%	+246+1.9%	Added	Holders
Q3 2025	12,846	$220.4K	0.1%	+234+1.9%	Added	Holders
Q2 2025	12,612	$228.6K	0.1%	+12,612	New	Holders