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Livermore
Livermore
ZHEN

TruWealth Advisors, LLC

SEC CIK
0001834985
Latest filing
Apr 9, 2026

T holding history

AT&T Inc. in every 13F filed by TruWealth 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 Q1 2026 holdings

Shares (Q1 2026)
515,189
Value
$14.9M
% of portfolio
0.7%
Quarters held
21
Since Q1 2021
Holdings of T by TruWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026515,189$14.9M0.7%+496,124+2,602.3%AddedHolders
Q4 202519,065$473.6K<0.1%+1,053+5.8%AddedHolders
Q3 202518,012$508.6K<0.1%−352−1.9%ReducedHolders
Q2 202518,364$531.5K<0.1%+40.0%AddedHolders
Q1 202518,360$519.2K<0.1%+4,321+30.8%AddedHolders
Q4 202414,039$319.7K<0.1%−388−2.7%ReducedHolders
Q3 202414,427$317.4K<0.1%−1,194−7.6%ReducedHolders
Q2 202415,621$298.5K<0.1%+418+2.7%AddedHolders
Q1 202415,203$267.6K<0.1%−726−4.6%ReducedHolders
Q4 202315,929$267.3K<0.1%−875−5.2%ReducedHolders
Q3 202316,804$252.4K<0.1%+309+1.9%AddedHolders
Q2 202316,495$263.1K<0.1%−290−1.7%ReducedHolders
Q1 202316,785$323.1K<0.1%+3,605+27.4%AddedHolders
Q4 202213,180$242.6K<0.1%−1,440−9.8%ReducedHolders
Q3 202214,620$224.0K<0.1%−2,512−14.7%ReducedHolders
Q2 202217,132$359.0K<0.1%+434+2.6%AddedHolders
Q1 202216,698$395.0K<0.1%−1,324−7.3%ReducedHolders
Q4 202118,022$443.0K<0.1%−468−2.5%ReducedHolders
Q3 202118,490$499.0K0.1%+1,179+6.8%AddedHolders
Q2 202117,311$498.0K0.1%+2,722+18.7%AddedHolders
Q1 202114,589$442.0K0.1%––Holders

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