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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

T holding history

AT&T Inc. in every 13F filed by Jeppson Wealth Management, 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)
193,795
Value
$4.01M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of T by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026193,795$4.01M1.2%+1,328+0.7%AddedHolders
Q1 2026192,467$5.58M1.7%−2,601−1.3%ReducedHolders
Q4 2025195,068$4.85M1.5%+5,810+3.1%AddedHolders
Q3 2025189,258$5.34M1.7%−4,562−2.4%ReducedHolders
Q2 2025193,820$5.61M1.9%−1,093−0.6%ReducedHolders
Q1 2025194,913$5.51M2.0%−2,636−1.3%ReducedHolders
Q4 2024197,549$4.50M1.6%−281−0.1%ReducedHolders
Q3 2024197,830$4.35M1.6%−1,654−0.8%ReducedHolders
Q2 2024199,484$3.81M1.5%−3,079−1.5%ReducedHolders
Q1 2024202,563$3.57M1.4%−3,990−1.9%ReducedHolders
Q4 2023206,553$3.47M1.4%+25,145+13.9%AddedHolders
Q3 2023181,408$2.72M1.2%+45,444+33.4%AddedHolders
Q2 2023135,964$2.17M0.9%−86,611−38.9%ReducedHolders
Q1 2023222,575$4.28M1.9%−8,610−3.7%ReducedHolders
Q4 2022231,185$4.26M1.8%+68,459+42.1%AddedHolders
Q3 2022162,726$2.50M1.1%+52,377+47.5%AddedHolders
Q2 2022110,349$2.31M1.0%+42,987+63.8%AddedHolders
Q1 202267,362$1.59M0.7%+3,640+5.7%AddedHolders
Q4 202163,722$1.57M0.8%−47,822−42.9%ReducedHolders
Q3 2021111,544$3.01M1.6%+16,693+17.6%AddedHolders
Q2 202194,851$2.73M1.5%+10,122+11.9%AddedHolders
Q1 202184,729$2.56M1.5%––Holders

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