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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

T holding history

AT&T Inc. in every 13F filed by AE Wealth Management 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)
1,302,118
Value
$27.0M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of T by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,302,118$27.0M0.1%−66,767−4.9%ReducedHolders
Q1 20261,368,885$39.7M0.2%−506,918−27.0%ReducedHolders
Q4 20251,875,803$46.6M0.3%−130,964−6.5%ReducedHolders
Q3 20252,006,767$56.7M0.4%+100,223+5.3%AddedHolders
Q2 20251,906,544$55.2M0.4%+223,666+13.3%AddedHolders
Q1 20251,682,878$47.6M0.4%−271,696−13.9%ReducedHolders
Q4 20241,954,574$44.5M0.4%+55,583+2.9%AddedHolders
Q3 20241,898,991$41.8M0.4%+23,269+1.2%AddedHolders
Q2 20241,875,722$35.8M0.4%+273,369+17.1%AddedHolders
Q1 20241,602,353$28.2M0.3%−838,687−34.4%ReducedHolders
Q4 20232,441,040$42.2M0.2%+65,424+2.8%AddedHolders
Q3 20232,375,616$35.7M0.2%−366,170−13.4%ReducedHolders
Q2 20232,741,786$43.7M0.3%+43,430+1.6%AddedHolders
Q1 20232,698,356$51.9M0.3%+538,795+24.9%AddedHolders
Q4 20222,159,561$39.8M0.3%−57,541−2.6%ReducedHolders
Q3 20222,217,102$34.0M0.3%+65,873+3.1%AddedHolders
Q2 20222,151,229$45.1M0.4%+641,938+42.5%AddedHolders
Q1 20221,509,291$35.7M0.2%+128,408+9.3%AddedHolders
Q4 20211,380,883$34.0M0.2%+86,965+6.7%AddedHolders
Q3 20211,293,918$34.9M0.3%+97,615+8.2%AddedHolders
Q2 20211,196,303$34.4M0.3%+180,801+17.8%AddedHolders
Q1 20211,015,502$30.7M0.3%––Holders

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