Holistic Financial Partners
- SEC CIK
- 0001729304
- Latest filing
- Jul 23, 2026
T holding history
AT&T Inc. in every 13F filed by Holistic Financial Partners, 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)
- 14,951
- Value
- $309.5K
- % of portfolio
- 0.2%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 14,951 | $309.5K | 0.2% | −5,763−27.8% | Reduced | Holders |
| Q1 2026 | 20,714 | $600.5K | 0.2% | +1,970+10.5% | Added | Holders |
| Q4 2025 | 18,744 | $465.6K | 0.2% | −117−0.6% | Reduced | Holders |
| Q3 2025 | 18,861 | $532.6K | 0.2% | +3,930+26.3% | Added | Holders |
| Q2 2025 | 14,931 | $432.1K | 0.2% | +668+4.7% | Added | Holders |
| Q1 2025 | 14,263 | $403.4K | 0.2% | −30.0% | Reduced | Holders |
| Q4 2024 | 14,266 | $324.8K | 0.2% | −260−1.8% | Reduced | Holders |
| Q3 2024 | 14,526 | $319.6K | 0.2% | +106+0.7% | Added | Holders |
| Q2 2024 | 14,420 | $275.6K | 0.1% | −2,970−17.1% | Reduced | Holders |
| Q1 2024 | 17,390 | $306.1K | 0.2% | +743+4.5% | Added | Holders |
| Q4 2023 | 16,647 | $279.3K | 0.2% | +1,409+9.2% | Added | Holders |
| Q3 2023 | 15,238 | $228.9K | 0.2% | +1,637+12.0% | Added | Holders |
| Q2 2023 | 13,601 | $216.9K | 0.2% | +745+5.8% | Added | Holders |
| Q1 2023 | 12,856 | $247.5K | 0.2% | +200+1.6% | Added | Holders |
| Q4 2022 | 12,656 | $233.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2022 | 12,656 | $194.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2022 | 12,656 | $265.0K | 0.2% | +1,661+15.1% | Added | Holders |
| Q1 2022 | 10,995 | $260.0K | 0.2% | +71+0.6% | Added | Holders |
| Q4 2021 | 10,924 | $269.0K | 0.2% | +94+0.9% | Added | Holders |
| Q3 2021 | 10,830 | $293.0K | 0.2% | +1,381+14.6% | Added | Holders |
| Q2 2021 | 9,449 | $272.0K | 0.2% | +133+1.4% | Added | Holders |
| Q1 2021 | 9,316 | $282.0K | 0.2% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.