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Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

T holding history

AT&T Inc. in every 13F filed by Liberty 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)
11,126
Value
$322.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of T by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,126$322.4K<0.1%00.0%UnchangedHolders
Q1 202611,126$322.4K<0.1%+73+0.7%AddedHolders
Q4 202511,053$274.5K<0.1%+447+4.2%AddedHolders
Q3 202510,606$299.5K<0.1%−7,126−40.2%ReducedHolders
Q2 202517,732$513.2K0.1%−722−3.9%ReducedHolders
Q1 202518,454$521.9K0.1%−1,597−8.0%ReducedHolders
Q4 202420,051$456.6K0.1%−394−1.9%ReducedHolders
Q3 202420,445$450.0K0.1%−7,025−25.6%ReducedHolders
Q2 202427,470$397.0K0.1%+6,575+31.5%AddedHolders
Q1 202420,895$367.0K0.1%−3,454−14.2%ReducedHolders
Q4 202324,349$409.0K0.1%+3,265+15.5%AddedHolders
Q3 202321,084$317.0K0.1%−6,479−23.5%ReducedHolders
Q2 202327,563$439.6K0.1%−3,265−10.6%ReducedHolders
Q1 202330,828$593.6K0.1%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 202230,891$473.0K0.1%+1,436+4.9%AddedHolders
Q2 202229,455$617.0K0.3%−91−0.3%ReducedHolders
Q1 202229,546$698.0K0.3%+8,909+43.2%AddedHolders
Q4 202120,637$507.0K0.2%−1,750−7.8%ReducedHolders
Q3 202122,387$602.0K0.2%+2,041+10.0%AddedHolders
Q2 202120,346$586.0K0.2%−1,487−6.8%ReducedHolders
Q1 202121,833$625.0K0.3%––Holders

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