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LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

T holding history

AT&T Inc. in every 13F filed by LWM Advisory Services, 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)
19,116
Value
$395.7K
% of portfolio
0.7%
Quarters held
2
Since Q1 2026
Holdings of T by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,116$395.7K0.7%−1,088−5.4%ReducedHolders
Q1 202620,204$585.7K0.6%+20,204NewHolders