Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

T holding history

AT&T Inc. in every 13F filed by Personal Cfo Solutions, 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 (Q2 2026): 85,277
Value: $1.77M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of T by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	85,277	$1.77M	0.3%	−499−0.6%	Reduced	Holders
Q1 2026	85,776	$2.49M	0.3%	−2,288−2.6%	Reduced	Holders
Q4 2025	88,064	$2.19M	0.3%	−4,151−4.5%	Reduced	Holders
Q3 2025	92,215	$2.60M	0.5%	+10,058+12.2%	Added	Holders
Q2 2025	82,157	$2.38M	0.4%	+647+0.8%	Added	Holders
Q1 2025	81,510	$2.31M	0.5%	−177−0.2%	Reduced	Holders
Q4 2024	81,687	$1.86M	0.4%	−13,615−14.3%	Reduced	Holders
Q3 2024	95,302	$2.10M	0.3%	+11,657+13.9%	Added	Holders
Q2 2024	83,645	$1.60M	0.2%	−5,590−6.3%	Reduced	Holders
Q1 2024	89,235	$1.57M	0.2%	+297+0.3%	Added	Holders
Q4 2023	88,938	$1.49M	0.3%	+8,196+10.2%	Added	Holders
Q3 2023	80,742	$1.21M	0.2%	+4,356+5.7%	Added	Holders
Q2 2023	76,386	$1.22M	0.2%	+14,459+23.3%	Added	Holders
Q1 2023	61,927	$1.19M	0.2%	+1,524+2.5%	Added	Holders
Q4 2022	60,403	$1.11M	0.2%	−9,429−13.5%	Reduced	Holders
Q3 2022	69,832	$1.07M	0.3%	+2,975+4.4%	Added	Holders
Q2 2022	66,857	$1.40M	0.3%	+3,602+5.7%	Added	Holders
Q1 2022	63,255	$1.50M	0.3%	+16,771+36.1%	Added	Holders
Q4 2021	46,484	$1.14M	0.2%	−18,413−28.4%	Reduced	Holders
Q3 2021	64,897	$1.75M	0.4%	+58+0.1%	Added	Holders
Q2 2021	64,839	$1.87M	0.4%	−7,330−10.2%	Reduced	Holders
Q1 2021	72,169	$2.19M	0.5%	–	–	Holders

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