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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

T holding history

AT&T Inc. in every 13F filed by Amplius 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 (Q2 2026)
13,416
Value
$277.7K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of T by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,416$277.7K<0.1%+176+1.3%AddedHolders
Q1 202613,240$383.8K<0.1%−405−3.0%ReducedHolders
Q4 202513,645$338.9K<0.1%−1,766−11.5%ReducedHolders
Q3 202515,411$435.2K<0.1%+311+2.1%AddedHolders
Q2 202515,100$437.0K<0.1%−124−0.8%ReducedHolders
Q1 202515,224$430.5K<0.1%+2,342+18.2%AddedHolders
Q4 202412,882$293.3K<0.1%+994+8.4%AddedHolders
Q3 202411,888$261.5K<0.1%+11,888NewHolders
Q2 20240$00.0%−75,802−100.0%Sold outHolders
Q1 202475,802$1.33M0.1%−140−0.2%ReducedHolders
Q4 202375,942$1.27M0.2%+392+0.5%AddedHolders
Q3 202375,550$1.13M0.2%+1,038+1.4%AddedHolders
Q2 202374,512$1.19M0.2%−444−0.6%ReducedHolders
Q1 202374,956$1.44M0.2%+824+1.1%AddedHolders
Q4 202274,132$1.36M0.2%+1,258+1.7%AddedHolders
Q3 202272,874$1.12M0.2%−1,632−2.2%ReducedHolders
Q2 202274,506$1.56M0.3%+57,905+348.8%AddedHolders
Q1 202216,601$392.0K0.1%+1,699+11.4%AddedHolders
Q4 202114,902$366.0K0.1%–No prior filingHolders