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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

T holding history

AT&T Inc. in every 13F filed by Bogart Wealth, 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)
435,096
Value
$9.01M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of T by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026435,096$9.01M0.3%+120,360+38.2%AddedHolders
Q1 2026314,736$9.12M0.4%+13,707+4.6%AddedHolders
Q4 2025301,029$7.48M0.3%+7,317+2.5%AddedHolders
Q3 2025293,712$8.29M0.3%−6,990−2.3%ReducedHolders
Q2 2025300,702$8.70M0.4%+4,223+1.4%AddedHolders
Q1 2025296,479$8.38M0.4%−217,923−42.4%ReducedHolders
Q4 2024514,402$11.7M0.6%−5,280−1.0%ReducedHolders
Q3 2024519,682$11.4M0.5%−4,840−0.9%ReducedHolders
Q2 2024524,522$10.0M0.5%+7,375+1.4%AddedHolders
Q1 2024517,147$9.10M0.5%+8,494+1.7%AddedHolders
Q4 2023508,653$8.54M0.5%−847−0.2%ReducedHolders
Q3 2023509,500$7.65M0.5%+8,334+1.7%AddedHolders
Q2 2023501,166$7.99M0.5%+11,705+2.4%AddedHolders
Q1 2023489,461$9.42M0.6%+35,595+7.8%AddedHolders
Q4 2022453,866$8.36M0.6%+22,048+5.1%AddedHolders
Q3 2022431,818$6.62M0.6%+69,390+19.1%AddedHolders
Q2 2022362,428$7.60M0.7%+350,761+3,006.4%AddedHolders
Q1 202211,667$276.0K<0.1%+2,149+22.6%AddedHolders
Q4 20219,518$234.0K<0.1%+448+4.9%AddedHolders
Q3 20219,070$245.0K<0.1%−1,682−15.6%ReducedHolders
Q2 202110,752$309.0K<0.1%−1,607−13.0%ReducedHolders
Q1 202112,359$374.0K0.1%––Holders

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