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Roberts Wealth Advisors, LLC

SEC CIK
0001885319
Latest filing
Jul 29, 2026

T holding history

AT&T Inc. in every 13F filed by Roberts 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 overviewAll 13F holders of TFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q3 2021
Holdings of T by Roberts Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−10,011−100.0%Sold outHolders
Q3 202410,011$218.8K0.1%+10,011NewHolders
Q2 20240$00.0%−82,700−100.0%Sold outHolders
Q1 202482,700$1.34M0.5%+4,753+6.1%AddedHolders
Q4 202377,947$3.79M0.6%+4,916+6.7%AddedHolders
Q3 202373,031$1.05M0.5%+3,975+5.8%AddedHolders
Q2 202369,056$1.10M0.5%−619−0.9%ReducedHolders
Q1 202369,675$1.37M0.6%+3,653+5.5%AddedHolders
Q4 202266,022$1.24M0.6%+3,777+6.1%AddedHolders
Q3 202262,245$954.0K0.5%+4,410+7.6%AddedHolders
Q2 202257,835$1.20M0.5%+5,026+9.5%AddedHolders
Q1 202252,809$1.27M0.5%+8,360+18.8%AddedHolders
Q4 202144,449$1.13M0.4%+11,341+34.3%AddedHolders
Q3 202133,108$894.0K0.4%–No prior filingHolders