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TopTier Wealth Management, LLC

SEC CIK
0002109367
Latest filing
Jul 14, 2026

ET holding history

Energy Transfer LP in every 13F filed by TopTier Wealth Management, 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)
27,292
Value
$521.8K
% of portfolio
0.3%
Quarters held
3
Since Q4 2025
Holdings of ET by TopTier Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,292$521.8K0.3%+201+0.7%AddedHolders
Q1 202627,091$522.9K0.3%00.0%UnchangedHolders
Q4 202527,091$446.7K0.3%–No prior filingHolders