Circle Wealth Management, LLC

SEC CIK: 0001578242
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

T holding history

AT&T Inc. in every 13F filed by Circle Wealth Management, LLC, 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 (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2021

Holdings of T by Circle Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−9,745−100.0%	Sold out	Holders
Q3 2021	9,745	$263.0K	<0.1%	+108+1.1%	Added	Holders
Q2 2021	9,637	$277.0K	<0.1%	+351+3.8%	Added	Holders
Q1 2021	9,286	$281.0K	<0.1%	–	–	Holders

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