Sax Wealth Advisors, LLC

SEC CIK: 0001846150
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

T holding history

AT&T Inc. in every 13F filed by Sax Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

T overview All 13F holders of T Full Q2 2026 holdings

Shares (Q2 2026): 50,282
Value: $1.46M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of T by Sax Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	50,282	$1.46M	0.1%	+6,426+14.7%	Added	Holders
Q1 2026	43,856	$1.09M	0.1%	00.0%	Unchanged	Holders
Q4 2025	43,856	$1.09M	0.1%	+2,201+5.3%	Added	Holders
Q3 2025	41,655	$1.18M	0.1%	+2,477+6.3%	Added	Holders
Q2 2025	39,178	$1.13M	0.1%	+186+0.5%	Added	Holders
Q1 2025	38,992	$1.10M	0.1%	+3,680+10.4%	Added	Holders
Q4 2024	35,312	$804.0K	0.1%	+1,176+3.4%	Added	Holders
Q3 2024	34,136	$751.0K	0.1%	−1,934−5.4%	Reduced	Holders
Q2 2024	36,070	$689.3K	0.1%	+6,816+23.3%	Added	Holders
Q1 2024	29,254	$514.9K	0.1%	−3,625−11.0%	Reduced	Holders
Q4 2023	32,879	$551.7K	0.1%	+403+1.2%	Added	Holders
Q3 2023	32,476	$487.8K	0.1%	+2,424+8.1%	Added	Holders
Q2 2023	30,052	$479.3K	0.1%	−12,017−28.6%	Reduced	Holders
Q1 2023	42,069	$809.8K	0.2%	−3,746−8.2%	Reduced	Holders
Q4 2022	45,815	$843.5K	0.2%	+1,766+4.0%	Added	Holders
Q3 2022	44,049	$676.0K	0.2%	−852−1.9%	Reduced	Holders
Q2 2022	44,901	$941.0K	0.2%	+605+1.4%	Added	Holders
Q1 2022	44,296	$1.05M	0.3%	−2,818−6.0%	Reduced	Holders
Q4 2021	47,114	$1.16M	0.2%	−25,894−35.5%	Reduced	Holders
Q3 2021	73,008	$1.97M	0.5%	+3,187+4.6%	Added	Holders
Q2 2021	69,821	$2.01M	0.7%	+34,693+98.8%	Added	Holders
Q1 2021	35,128	$1.06M	0.4%	–	–	Holders

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