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Livermore
Livermore
ZHEN

XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

T holding history

AT&T Inc. in every 13F filed by XML Financial, 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)
183,503
Value
$3.80M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of T by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026183,503$3.80M0.3%−14,416−7.3%ReducedHolders
Q1 2026197,919$5.74M0.5%−3,261−1.6%ReducedHolders
Q4 2025201,180$5.00M0.4%−20,595−9.3%ReducedHolders
Q3 2025221,775$6.26M0.5%+2,442+1.1%AddedHolders
Q2 2025219,333$6.35M0.6%−2,289−1.0%ReducedHolders
Q1 2025221,622$6.27M0.6%−1,458−0.7%ReducedHolders
Q4 2024223,080$5.08M0.5%−522−0.2%ReducedHolders
Q3 2024223,602$4.92M0.5%+16,293+7.9%AddedHolders
Q2 2024207,309$3.96M0.4%+35,926+21.0%AddedHolders
Q1 2024171,383$3.02M0.3%−10,744−5.9%ReducedHolders
Q4 2023182,127$3.06M0.3%+5,935+3.4%AddedHolders
Q3 2023176,192$2.65M0.3%−16,604−8.6%ReducedHolders
Q2 2023192,796$3.08M0.4%−4,576−2.3%ReducedHolders
Q1 2023197,372$3.80M0.5%+5,816+3.0%AddedHolders
Q4 2022191,556$3.53M0.4%+49,700+35.0%AddedHolders
Q3 2022141,856$2.18M0.3%+97,517+219.9%AddedHolders
Q2 202244,339$929.0K0.2%−67,566−60.4%ReducedHolders
Q1 2022111,905$2.64M0.3%−5,914−5.0%ReducedHolders
Q4 2021117,819$2.90M0.3%−27,125−18.7%ReducedHolders
Q3 2021144,944$3.92M0.5%+89,147+159.8%AddedHolders
Q2 202155,797$1.61M0.4%−1,415−2.5%ReducedHolders
Q1 202157,212$1.73M0.4%––Holders

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