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Livermore
Livermore
ZHEN

Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

T holding history

AT&T Inc. in every 13F filed by Ibex 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)
595,758
Value
$12.3M
% of portfolio
1.0%
Quarters held
18
Since Q1 2021
Holdings of T by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026595,758$12.3M1.0%+11,426+2.0%AddedHolders
Q1 2026584,332$16.9M1.6%+32,064+5.8%AddedHolders
Q4 2025552,268$13.7M1.3%−50,364−8.4%ReducedHolders
Q3 2025602,632$17.0M1.6%+9,938+1.7%AddedHolders
Q2 2025592,694$17.2M1.8%+36,892+6.6%AddedHolders
Q1 2025555,802$15.7M2.1%+4,980+0.9%AddedHolders
Q4 2024550,822$12.5M1.5%+550,822NewHolders
Q3 20240$00.0%−498,268−100.0%Sold outHolders
Q2 2024498,268$9.52M1.5%+148,945+42.6%AddedHolders
Q1 2024349,323$6.43M1.7%+348,765+62,502.7%AddedHolders
Q4 2023558$9.36K2.0%−101,722−99.5%ReducedHolders
Q3 2023102,280$1.54M0.4%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 2023439,774$8.47M2.2%+90,451+25.9%AddedHolders
Q4 2022349,323$6.43M1.5%+73,444+26.6%AddedHolders
Q3 2022275,879$4.23M1.1%−2,882−1.0%ReducedHolders
Q2 2022278,761$5.84M1.3%+278,761NewHolders
Q4 20210$00.0%−247,006−100.0%Sold outHolders
Q3 2021247,006$6.67M1.3%+2,783+1.1%AddedHolders
Q2 2021244,223$7.03M1.4%−2,096−0.9%ReducedHolders
Q1 2021246,319$7.46M1.8%––Holders

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