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Surevest, LLC

SEC CIK
0001593842
Latest filing
Nov 14, 2022

T holding history

AT&T Inc. in every 13F filed by Surevest, LLC, 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 Q3 2022 holdings

Shares (Q3 2022)
1,439
Value
$22.0K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2021
Holdings of T by Surevest, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20221,439$22.0K<0.1%−311−17.8%ReducedHolders
Q2 20221,750$37.0K<0.1%+482+38.0%AddedHolders
Q1 20221,268$30.0K<0.1%00.0%UnchangedHolders
Q4 20211,268$31.0K<0.1%+1,268NewHolders
Q2 20210$00.0%−139,648−100.0%Sold outHolders
Q1 2021139,648$4.23M1.3%––Holders

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