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
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,126 | $322.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 11,126 | $322.4K | <0.1% | +73+0.7% | Added | Holders |
| Q4 2025 | 11,053 | $274.5K | <0.1% | +447+4.2% | Added | Holders |
| Q3 2025 | 10,606 | $299.5K | <0.1% | −7,126−40.2% | Reduced | Holders |
| Q2 2025 | 17,732 | $513.2K | 0.1% | −722−3.9% | Reduced | Holders |
| Q1 2025 | 18,454 | $521.9K | 0.1% | −1,597−8.0% | Reduced | Holders |
| Q4 2024 | 20,051 | $456.6K | 0.1% | −394−1.9% | Reduced | Holders |
| Q3 2024 | 20,445 | $450.0K | 0.1% | −7,025−25.6% | Reduced | Holders |
| Q2 2024 | 27,470 | $397.0K | 0.1% | +6,575+31.5% | Added | Holders |
| Q1 2024 | 20,895 | $367.0K | 0.1% | −3,454−14.2% | Reduced | Holders |
| Q4 2023 | 24,349 | $409.0K | 0.1% | +3,265+15.5% | Added | Holders |
| Q3 2023 | 21,084 | $317.0K | 0.1% | −6,479−23.5% | Reduced | Holders |
| Q2 2023 | 27,563 | $439.6K | 0.1% | −3,265−10.6% | Reduced | Holders |
| Q1 2023 | 30,828 | $593.6K | 0.1% | – | No prior filing | Holders |
| Q4 2022 | – | – | – | – | Not filed | Holders |
| Q3 2022 | 30,891 | $473.0K | 0.1% | +1,436+4.9% | Added | Holders |
| Q2 2022 | 29,455 | $617.0K | 0.3% | −91−0.3% | Reduced | Holders |
| Q1 2022 | 29,546 | $698.0K | 0.3% | +8,909+43.2% | Added | Holders |
| Q4 2021 | 20,637 | $507.0K | 0.2% | −1,750−7.8% | Reduced | Holders |
| Q3 2021 | 22,387 | $602.0K | 0.2% | +2,041+10.0% | Added | Holders |
| Q2 2021 | 20,346 | $586.0K | 0.2% | −1,487−6.8% | Reduced | Holders |
| Q1 2021 | 21,833 | $625.0K | 0.3% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.