Summit Wealth Group, LLC
- SEC CIK
- 0001802865
- Latest filing
- Aug 4, 2026
T holding history
AT&T Inc. in every 13F filed by Summit Wealth Group, 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 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −176,222−100.0% | Sold out | Holders |
| Q1 2023 | 176,222 | $9 | 0.2% | +176,222 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −8,549−100.0% | Sold out | Holders |
| Q1 2022 | 8,549 | $202.0K | 0.2% | +347+4.2% | Added | Holders |
| Q4 2021 | 8,202 | $202.0K | 0.2% | +8,202 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −6,853−100.0% | Sold out | Holders |
| Q2 2021 | 6,853 | $197.0K | 0.3% | +671+10.9% | Added | Holders |
| Q1 2021 | 6,182 | $187.0K | 0.3% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.