Naviter Wealth, LLC
- SEC CIK
- 0001855567
- Latest filing
- Aug 7, 2026
T holding history
AT&T Inc. in every 13F filed by Naviter Wealth, 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)
- 11,276
- Value
- $233.4K
- % of portfolio
- <0.1%
- Quarters held
- 14
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,276 | $233.4K | <0.1% | +36+0.3% | Added | Holders |
| Q1 2026 | 11,240 | $325.8K | <0.1% | −877−7.2% | Reduced | Holders |
| Q4 2025 | 12,117 | $301.0K | <0.1% | −396−3.2% | Reduced | Holders |
| Q3 2025 | 12,513 | $353.4K | <0.1% | +333+2.7% | Added | Holders |
| Q2 2025 | 12,180 | $352.5K | <0.1% | −1,649−11.9% | Reduced | Holders |
| Q1 2025 | 13,829 | $389.7K | <0.1% | +284+2.1% | Added | Holders |
| Q4 2024 | 13,545 | $308.4K | <0.1% | +13,545 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −59,526−100.0% | Sold out | Holders |
| Q4 2023 | 59,526 | $998.8K | 0.2% | −2,443−3.9% | Reduced | Holders |
| Q3 2023 | 61,969 | $930.8K | 0.2% | +16,448+36.1% | Added | Holders |
| Q2 2023 | 45,521 | $726.1K | 0.2% | +4,320+10.5% | Added | Holders |
| Q1 2023 | 41,201 | $793.1K | 0.3% | +4,139+11.2% | Added | Holders |
| Q4 2022 | 37,062 | $719.5K | 0.2% | +3,206+9.5% | Added | Holders |
| Q3 2022 | 33,856 | $519.0K | 0.2% | +5,993+21.5% | Added | Holders |
| Q2 2022 | 27,863 | $584.0K | 0.2% | +27,863 | New | Holders |