Morris Retirement Advisors, LLC
- SEC CIK
- 0001841816
- Latest filing
- Jul 8, 2026
T holding history
AT&T Inc. in every 13F filed by Morris Retirement 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)
- 11,078
- Value
- $229.3K
- % of portfolio
- 0.1%
- Quarters held
- 16
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,078 | $229.3K | 0.1% | −2,610−19.1% | Reduced | Holders |
| Q1 2026 | 13,688 | $396.8K | 0.2% | +53+0.4% | Added | Holders |
| Q4 2025 | 13,635 | $338.7K | 0.1% | −1,630−10.7% | Reduced | Holders |
| Q3 2025 | 15,265 | $431.1K | 0.2% | +1,145+8.1% | Added | Holders |
| Q2 2025 | 14,120 | $408.6K | 0.2% | +5,395+61.8% | Added | Holders |
| Q1 2025 | 8,725 | $246.7K | 0.1% | +8,725 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −10,053−100.0% | Sold out | Holders |
| Q1 2024 | 10,053 | $176.9K | 0.1% | −113−1.1% | Reduced | Holders |
| Q4 2023 | 10,166 | $170.6K | 0.1% | +47+0.5% | Added | Holders |
| Q3 2023 | 10,119 | $152.0K | 0.1% | +10,119 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −13,859−100.0% | Sold out | Holders |
| Q4 2022 | 13,859 | $255.1K | 0.2% | +1,371+11.0% | Added | Holders |
| Q3 2022 | 12,488 | $186.0K | 0.2% | +2,430+24.2% | Added | Holders |
| Q2 2022 | 10,058 | $211.0K | 0.2% | −965−8.8% | Reduced | Holders |
| Q1 2022 | 11,023 | $260.0K | 0.2% | +11,023 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −8,259−100.0% | Sold out | Holders |
| Q3 2021 | 8,259 | $223.0K | 0.2% | +40.0% | Added | Holders |
| Q2 2021 | 8,255 | $238.0K | 0.2% | +265+3.3% | Added | Holders |
| Q1 2021 | 7,990 | $242.0K | 0.2% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.