CFM Wealth Partners LLC

SEC CIK: 0001801097
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

T holding history

AT&T Inc. in every 13F filed by CFM Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

T overview All 13F holders of T Full Q2 2026 holdings

Shares (Q2 2026): 10,024
Value: $207.5K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of T by CFM Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,024	$207.5K	<0.1%	−3,418−25.4%	Reduced	Holders
Q1 2026	13,442	$389.7K	0.1%	00.0%	Unchanged	Holders
Q4 2025	13,442	$333.9K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	13,442	$379.6K	0.1%	00.0%	Unchanged	Holders
Q2 2025	13,442	$389.0K	0.1%	−286−2.1%	Reduced	Holders
Q1 2025	13,728	$388.2K	0.1%	00.0%	Unchanged	Holders
Q4 2024	13,728	$312.6K	0.1%	−140−1.0%	Reduced	Holders
Q3 2024	13,868	$305.1K	0.1%	−6,207−30.9%	Reduced	Holders
Q2 2024	20,075	$383.6K	0.1%	−662−3.2%	Reduced	Holders
Q1 2024	20,737	$365.0K	0.1%	+434+2.1%	Added	Holders
Q4 2023	20,303	$340.7K	0.1%	−3,136−13.4%	Reduced	Holders
Q3 2023	23,439	$352.0K	0.1%	−3,698−13.6%	Reduced	Holders
Q2 2023	27,137	$432.8K	0.1%	−8,341−23.5%	Reduced	Holders
Q1 2023	35,478	$683.0K	0.2%	+1,764+5.2%	Added	Holders
Q4 2022	33,714	$620.7K	0.2%	−395−1.2%	Reduced	Holders
Q3 2022	34,109	$523.0K	0.2%	−2,640−7.2%	Reduced	Holders
Q2 2022	36,749	$770.0K	0.2%	−1,512−4.0%	Reduced	Holders
Q1 2022	38,261	$904.0K	0.2%	−4,180−9.8%	Reduced	Holders
Q4 2021	42,441	$1.08M	0.2%	−3,853−8.3%	Reduced	Holders
Q3 2021	46,294	$1.25M	0.3%	−2,250−4.6%	Reduced	Holders
Q2 2021	48,544	$1.40M	0.4%	−1,998−4.0%	Reduced	Holders
Q1 2021	50,542	$1.53M	0.5%	–	–	Holders

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