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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

T holding history

AT&T Inc. in every 13F filed by CWS Financial 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)
18,723
Value
$387.6K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of T by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,723$387.6K0.1%+184+1.0%AddedHolders
Q1 202618,539$537.4K0.1%+369+2.0%AddedHolders
Q4 202518,170$451.3K0.1%−1,169−6.0%ReducedHolders
Q3 202519,339$546.1K0.2%−92−0.5%ReducedHolders
Q2 202519,431$562.3K0.2%−560−2.8%ReducedHolders
Q1 202519,991$565.4K0.2%−1,048−5.0%ReducedHolders
Q4 202421,039$479.1K0.2%−69−0.3%ReducedHolders
Q3 202421,108$464.4K0.2%+74+0.4%AddedHolders
Q2 202421,034$402.0K0.2%−270−1.3%ReducedHolders
Q1 202421,304$375.0K0.2%−3,896−15.5%ReducedHolders
Q4 202325,200$422.9K0.2%−748−2.9%ReducedHolders
Q3 202325,948$389.7K0.2%+152+0.6%AddedHolders
Q2 202325,796$411.4K0.2%−4,895−15.9%ReducedHolders
Q1 202330,691$590.8K0.2%+1,685+5.8%AddedHolders
Q4 202229,006$878.0K0.4%−622−2.1%ReducedHolders
Q3 202229,628$454.0K0.2%−582−1.9%ReducedHolders
Q2 202230,210$633.0K0.3%−1,603−5.0%ReducedHolders
Q1 202231,813$752.0K0.3%−90−0.3%ReducedHolders
Q4 202131,903$785.0K0.3%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202132,165$926.0K0.4%+3,159+10.9%AddedHolders
Q1 202129,006$878.0K0.4%––Holders

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