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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

T holding history

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

T overviewAll 13F holders of TFull Q2 2026 holdings

Shares (Q2 2026)
10,096
Value
$209.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of T by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,096$209.0K<0.1%+300+3.1%AddedHolders
Q1 20269,796$284.0K<0.1%+210+2.2%AddedHolders
Q4 20259,586$238.1K<0.1%00.0%UnchangedHolders
Q3 20259,586$270.7K<0.1%−57−0.6%ReducedHolders
Q2 20259,643$279.1K<0.1%+57+0.6%AddedHolders
Q1 20259,586$271.1K<0.1%+5,750+149.9%AddedHolders
Q4 20243,836$87.3K<0.1%+751+24.3%AddedHolders
Q3 20243,085$67.9K<0.1%+239+8.4%AddedHolders
Q2 20242,846$54.4K<0.1%00.0%UnchangedHolders
Q1 20242,846$50.1K<0.1%−100−3.4%ReducedHolders
Q4 20232,946$49.4K<0.1%+2,733+1,283.1%AddedHolders
Q3 2023213$3.20K<0.1%−152−41.6%ReducedHolders
Q2 2023365$5.82K<0.1%+3+0.8%AddedHolders
Q1 2023362$6.98K<0.1%+2+0.6%AddedHolders
Q4 2022360$6.63K<0.1%+2+0.6%AddedHolders
Q3 2022358$5.49K<0.1%+2+0.6%AddedHolders
Q2 2022356$7.00K<0.1%+143+67.1%AddedHolders
Q1 2022213$5.00K<0.1%00.0%UnchangedHolders
Q4 2021213$5.00K<0.1%+212+21,200.0%AddedHolders
Q3 20211$15<0.1%−176−99.4%ReducedHolders
Q2 2021177$5.08K<0.1%−2,723−93.9%ReducedHolders
Q1 20212,900$87.8K<0.1%––Holders

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