Skip to main content

Collaborative Wealth Managment Inc.

SEC CIK
0001896419
Latest filing
Aug 5, 2026

T holding history

AT&T Inc. in every 13F filed by Collaborative Wealth Managment Inc., 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of T by Collaborative Wealth Managment Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−6,948−100.0%Sold outHolders
Q1 20266,948$201.4K0.1%−11,630−62.6%ReducedHolders
Q4 202518,578$461.5K0.2%+4,533+32.3%AddedHolders
Q3 202514,045$396.6K0.2%+5,333+61.2%AddedHolders
Q2 20258,712$252.1K0.1%−147−1.7%ReducedHolders
Q1 20258,859$250.5K0.1%−2,431−21.5%ReducedHolders
Q4 202411,290$257.1K0.1%−153−1.3%ReducedHolders
Q3 202411,443$251.8K0.1%+926+8.8%AddedHolders
Q2 202410,517$201.0K0.1%+64+0.6%AddedHolders
Q1 202410,453$184.0K0.1%−401−3.7%ReducedHolders
Q4 202310,854$182.1K0.1%+684+6.7%AddedHolders
Q3 202310,170$152.8K0.1%+10,170NewHolders
Q1 20230$00.0%−10,165−100.0%Sold outHolders
Q4 202210,165$187.1K0.1%+10,165NewHolders
Q3 20220$00.0%−10,447−100.0%Sold outHolders
Q2 202210,447$219.0K0.1%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20218,510$209.0K0.1%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20218,725$206.0K0.1%––Holders

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