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DWR Wealth Management, LLC

SEC CIK
0002123012
Latest filing
Jul 7, 2026

ET holding history

Energy Transfer LP in every 13F filed by DWR 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)
10,000
Value
$190.6K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of ET by DWR Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,000$190.6K0.1%00.0%UnchangedHolders
Q1 202610,000$195.9K0.2%00.0%UnchangedHolders
Q4 202510,000$165.4K0.2%–No prior filingHolders