Legacy Wealth Planning, LLC
- SEC CIK
- 0001802490
- Latest filing
- Nov 10, 2022
T holding history
AT&T Inc. in every 13F filed by Legacy Wealth Planning, 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 Q3 2022 holdings
- Shares (Q3 2022)
- 14,938
- Value
- $229.0K
- % of portfolio
- 0.4%
- Quarters held
- 7
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 14,938 | $229.0K | 0.4% | +891+6.3% | Added | Holders |
| Q2 2022 | 14,047 | $294.0K | 0.4% | −10,081−41.8% | Reduced | Holders |
| Q1 2022 | 24,128 | $570.0K | 0.7% | −674−2.7% | Reduced | Holders |
| Q4 2021 | 24,802 | $610.0K | 0.7% | −6,655−21.2% | Reduced | Holders |
| Q3 2021 | 31,457 | $850.0K | 1.0% | −1,180−3.6% | Reduced | Holders |
| Q2 2021 | 32,637 | $939.0K | 1.1% | +1,204+3.8% | Added | Holders |
| Q1 2021 | 31,433 | $951.0K | 1.2% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.