BSW Wealth Partners

SEC CIK: 0001512601
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

T holding history

AT&T Inc. in every 13F filed by BSW Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

T overview All 13F holders of T Full Q2 2026 holdings

Shares (Q2 2026): 30,614
Value: $633.7K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of T by BSW Wealth Partners, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,614	$633.7K	0.1%	−1,381−4.3%	Reduced	Holders
Q1 2026	31,995	$927.5K	0.1%	−5,648−15.0%	Reduced	Holders
Q4 2025	37,643	$935.0K	0.1%	−1,138−2.9%	Reduced	Holders
Q3 2025	38,781	$1.10M	0.1%	+1,433+3.8%	Added	Holders
Q2 2025	37,348	$1.08M	0.1%	−141−0.4%	Reduced	Holders
Q1 2025	37,489	$1.06M	0.2%	−266−0.7%	Reduced	Holders
Q4 2024	37,755	$859.7K	0.1%	+5,340+16.5%	Added	Holders
Q3 2024	32,415	$713.1K	0.1%	+3,994+14.1%	Added	Holders
Q2 2024	28,421	$543.1K	0.1%	+1,194+4.4%	Added	Holders
Q1 2024	27,227	$479.2K	0.1%	+696+2.6%	Added	Holders
Q4 2023	26,531	$445.2K	0.1%	+435+1.7%	Added	Holders
Q3 2023	26,096	$392.0K	0.1%	+2,731+11.7%	Added	Holders
Q2 2023	23,365	$372.7K	0.1%	+470+2.1%	Added	Holders
Q1 2023	22,895	$440.7K	0.1%	+2,964+14.9%	Added	Holders
Q4 2022	19,931	$367.0K	0.1%	−11,471−36.5%	Reduced	Holders
Q3 2022	31,402	$482.0K	0.1%	+1,197+4.0%	Added	Holders
Q2 2022	30,205	$633.0K	0.2%	+1,743+6.1%	Added	Holders
Q1 2022	28,462	$673.0K	0.2%	+10,853+61.6%	Added	Holders
Q4 2021	17,609	$433.0K	0.1%	−4,564−20.6%	Reduced	Holders
Q3 2021	22,173	$599.0K	0.2%	+2,282+11.5%	Added	Holders
Q2 2021	19,891	$572.0K	0.2%	+421+2.2%	Added	Holders
Q1 2021	19,470	$589.0K	0.2%	–	–	Holders

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