Belfer Management LLC ET holdings history
ENERGY TRANSFER LP · CUSIP 29273V100 · CIK 1481957
As of 2026-06-30, Belfer Management LLC reported 22.16K ET (shares), valued at $423.62K, or 7.02% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 19.38%; reported value decreased 20.13%, and weight changed -1.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 7.02% | 22,155 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 8.87% | 27,482 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 6.42% | 22,211 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 5.17% | 21,700 | SEC filing ↗Filed Oct 28, 2025 |
| Q2 2025 | 6.02% | 21,700 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 7.01% | 21,700 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 6.82% | 21,882 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 5.69% | 21,882 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 6.69% | 21,882 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 6.21% | 21,882 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 6.11% | 20,963 | SEC filing ↗Filed Mar 28, 2024Amended |
| Q3 2023 | 7.62% | 20,963 | SEC filing ↗Filed Mar 28, 2024Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.62% | 20,963 | $294.11K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Mar 28, 2024 |
| Q4 2023 | 6.11% | 20,963 | $289.28K | Shares unchanged; reported value decreased 1.64%, and weight changed -1.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 28, 2024 |
| Q1 2024 | 6.21% | 21,882 | $344.21K | Shares increased 4.38%; reported value increased 18.99%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 6.69% | 21,882 | $354.93K | Shares unchanged; reported value increased 3.11%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 5.69% | 21,882 | $351.21K | Shares unchanged; reported value decreased 1.05%, and weight changed -1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 6.82% | 21,882 | $428.68K | Shares unchanged; reported value increased 22.06%, and weight changed +1.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 7.01% | 21,700 | $403.40K | Shares decreased 0.83%; reported value decreased 5.89%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 6.02% | 21,700 | $393.42K | Shares unchanged; reported value decreased 2.47%, and weight changed -0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 5.17% | 21,700 | $372.37K | Shares unchanged; reported value decreased 5.35%, and weight changed -0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 6.42% | 22,211 | $366.26K | Shares increased 2.35%; reported value decreased 1.64%, and weight changed +1.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 8.87% | 27,482 | $530.40K | Shares increased 23.73%; reported value increased 44.81%, and weight changed +2.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 7.02% | 22,155 | $423.62K | Shares decreased 19.38%; reported value decreased 20.13%, and weight changed -1.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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