Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
ET holding history
Energy Transfer LP in every 13F filed by Meriwether Wealth & Planning, 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)
- 51,011
- Value
- $975.3K
- % of portfolio
- 0.5%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 51,011 | $975.3K | 0.5% | +625+1.2% | Added | Holders |
| Q1 2026 | 50,386 | $972.5K | 0.5% | −1,000−1.9% | Reduced | Holders |
| Q4 2025 | 51,386 | $847.4K | 0.5% | +3,320+6.9% | Added | Holders |
| Q3 2025 | 48,066 | $824.8K | 0.5% | +1,982+4.3% | Added | Holders |
| Q2 2025 | 46,084 | $835.5K | 0.5% | +1,618+3.6% | Added | Holders |
| Q1 2025 | 44,466 | $826.6K | 0.5% | +300+0.7% | Added | Holders |
| Q4 2024 | 44,166 | $865.2K | 0.6% | – | No prior filing | Holders |