Ownership history in PRIVATE CLIENT SERVICES, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, LLC reported a position in ENERGY TRANSFER L P (ET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 18,608 | -488 | -2.6% | 0.11% | $319K | $16.51 |
| 2025 Q2 | REDUCED | 19,096 | -3,089 | -13.9% | 0.13% | $346K | $17.12 |
| 2025 Q1 | ADDED | 22,185 | +5,270 | +31.2% | 0.20% | $412K | $17.22 |
| 2024 Q4 | ADDED | 16,915 | +511 | +3.1% | 0.18% | $331K | $17.86 |
| 2024 Q3 | ADDED | 16,404 | +11 | +0.1% | 0.14% | $263K | $14.36 |
| 2024 Q2 | ADDED | 16,393 | +83 | +0.5% | 0.17% | $266K | $14.23 |
| 2024 Q1 | ADDED | 16,310 | +576 | +3.7% | 0.17% | $257K | $13.53 |
| 2023 Q4 | INITIATED | 15,734 | — | — | 0.18% | $217K | — |
As of 2025 Q4 — sorted by position size