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Monte Financial Group, LLC

SEC CIK
0001755651
Latest filing
Aug 7, 2026

T holding history

AT&T Inc. in every 13F filed by Monte Financial Group, 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)
14,648
Value
$340.6K
% of portfolio
0.1%
Quarters held
11
Since Q1 2021
Holdings of T by Monte Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,648$340.6K0.1%+98+0.7%AddedHolders
Q1 202614,550$421.8K0.1%+99+0.7%AddedHolders
Q4 202514,451$359.0K0.1%+101+0.7%AddedHolders
Q3 202514,350$405.2K0.1%+14,350NewHolders
Q2 20230$00.0%−10,473−100.0%Sold outHolders
Q1 202310,473$201.6K0.1%00.0%UnchangedHolders
Q4 202210,473$192.8K0.1%+10,473NewHolders
Q2 20220$00.0%−9,534−100.0%Sold outHolders
Q1 20229,534$225.0K0.1%−1,044−9.9%ReducedHolders
Q4 202110,578$260.0K0.1%−2,096−16.5%ReducedHolders
Q3 202112,674$342.0K0.2%−500−3.8%ReducedHolders
Q2 202113,174$379.0K0.2%−1,202−8.4%ReducedHolders
Q1 202114,376$435.0K0.3%––Holders

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