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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

ET holding history

Energy Transfer LP in every 13F filed by Caldwell Trust 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)
250
Value
$4.78K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of ET by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026250$4.78K<0.1%+250NewHolders
Q1 20260$00.0%−2,627−100.0%Sold outHolders
Q4 20252,627$43.3K<0.1%−395−13.1%ReducedHolders
Q3 20253,022$51.9K<0.1%00.0%UnchangedHolders
Q2 20253,022$54.8K<0.1%00.0%UnchangedHolders
Q1 20253,022$56.2K<0.1%00.0%UnchangedHolders
Q4 20243,022$59.2K<0.1%00.0%UnchangedHolders
Q3 20243,022$48.5K<0.1%+2,327+334.8%AddedHolders
Q2 2024695$11.3K<0.1%00.0%UnchangedHolders
Q1 2024695$10.9K<0.1%00.0%UnchangedHolders
Q4 2023695$9.59K<0.1%00.0%UnchangedHolders
Q3 2023695$9.75K<0.1%00.0%UnchangedHolders
Q2 2023695$8.83K<0.1%00.0%UnchangedHolders
Q1 2023695$8.67K<0.1%00.0%UnchangedHolders
Q4 2022695$8.25K<0.1%00.0%UnchangedHolders
Q3 2022695$7.67K<0.1%00.0%UnchangedHolders
Q2 2022695$6.94K<0.1%00.0%UnchangedHolders
Q1 2022695$7.78K<0.1%00.0%UnchangedHolders
Q4 2021695$5.72K<0.1%00.0%UnchangedHolders
Q3 2021695$6.66K<0.1%00.0%UnchangedHolders
Q2 2021695$7.39K<0.1%00.0%UnchangedHolders
Q1 2021695$5.34K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.