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Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

T holding history

AT&T Inc. in every 13F filed by Outlook Wealth Advisors, 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)
27,631
Value
$572.0K
% of portfolio
0.1%
Quarters held
5
Since Q1 2021
Holdings of T by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,631$572.0K0.1%−164−0.6%ReducedHolders
Q1 202627,795$805.8K0.2%−772−2.7%ReducedHolders
Q4 202528,567$709.6K0.2%+8,643+43.4%AddedHolders
Q3 202519,924$562.6K0.1%+19,924NewHolders
Q2 20210$00.0%−5,261−100.0%Sold outHolders
Q1 20215,261$159.0K0.1%––Holders

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