WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- Latest filing
- Jul 28, 2026
T holding history
AT&T Inc. in every 13F filed by WealthPLAN Partners, 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 Q2 2026 holdings
- Shares (Q2 2026)
- 23,531
- Value
- $487.1K
- % of portfolio
- 0.1%
- Quarters held
- 20
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 23,531 | $487.1K | 0.1% | +1,379+6.2% | Added | Holders |
| Q1 2026 | 22,152 | $642.2K | 0.1% | +2,211+11.1% | Added | Holders |
| Q4 2025 | 19,941 | $495.3K | 0.1% | +7,793+64.2% | Added | Holders |
| Q3 2025 | 12,148 | $343.1K | 0.1% | −1,578−11.5% | Reduced | Holders |
| Q2 2025 | 13,726 | $397.2K | 0.1% | +455+3.4% | Added | Holders |
| Q1 2025 | 13,271 | $375.3K | 0.1% | +199+1.5% | Added | Holders |
| Q4 2024 | 13,072 | $297.6K | <0.1% | −4,703−26.5% | Reduced | Holders |
| Q3 2024 | 17,775 | $391.0K | 0.1% | −1,483−7.7% | Reduced | Holders |
| Q2 2024 | 19,258 | $368.0K | <0.1% | +46+0.2% | Added | Holders |
| Q1 2024 | 19,212 | $338.1K | <0.1% | −8,826−31.5% | Reduced | Holders |
| Q4 2023 | 28,038 | $470.5K | <0.1% | −7,435−21.0% | Reduced | Holders |
| Q3 2023 | 35,473 | $532.8K | 0.1% | +9,219+35.1% | Added | Holders |
| Q2 2023 | 26,254 | $418.8K | 0.1% | −19,363−42.4% | Reduced | Holders |
| Q1 2023 | 45,617 | $878.1K | 0.1% | +2,453+5.7% | Added | Holders |
| Q4 2022 | 43,164 | $826.6K | 0.1% | – | No prior filing | Holders |
| Q2 2022 | – | – | – | – | Not filed | Holders |
| Q1 2022 | 29,146 | $550.0K | <0.1% | +3,501+13.7% | Added | Holders |
| Q4 2021 | 25,645 | $654.0K | <0.1% | +765+3.1% | Added | Holders |
| Q3 2021 | 24,880 | $575.0K | <0.1% | +730+3.0% | Added | Holders |
| Q2 2021 | 24,150 | $680.0K | <0.1% | −4,111−14.5% | Reduced | Holders |
| Q1 2021 | 28,261 | $905.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.