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West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

T holding history

AT&T Inc. in every 13F filed by West Financial 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)
14
Value
$290
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of T by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614$290<0.1%00.0%UnchangedHolders
Q1 202614$406<0.1%00.0%UnchangedHolders
Q4 202514$348<0.1%00.0%UnchangedHolders
Q3 202514$396<0.1%00.0%UnchangedHolders
Q2 202514$406<0.1%00.0%UnchangedHolders
Q1 202514$396<0.1%00.0%UnchangedHolders
Q4 202414$319<0.1%+14NewHolders
Q4 20230$00.0%−44−100.0%Sold outHolders
Q3 202344$661<0.1%00.0%UnchangedHolders
Q2 202344$702<0.1%+44NewHolders
Q1 20230$00.0%−5−100.0%Sold outHolders
Q4 20225$92<0.1%00.0%UnchangedHolders
Q3 20225$00.0%00.0%UnchangedHolders
Q2 20225$00.0%00.0%UnchangedHolders
Q1 20225$00.0%00.0%UnchangedHolders
Q4 20215$00.0%00.0%UnchangedHolders
Q3 20215$00.0%00.0%UnchangedHolders
Q2 20215$00.0%00.0%UnchangedHolders
Q1 20215$00.0%––Holders

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