Skip to main content

Kellett Schaffner Wealth Advisors LLC

SEC CIK
0001910381
Latest filing
Jul 23, 2026

T holding history

AT&T Inc. in every 13F filed by Kellett Schaffner 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2023
Holdings of T by Kellett Schaffner Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−16,952−100.0%Sold outHolders
Q1 202516,952$479.4K0.3%+1,287+8.2%AddedHolders
Q4 202415,665$356.7K0.2%00.0%UnchangedHolders
Q3 202415,665$344.6K0.2%−1,095−6.5%ReducedHolders
Q2 202416,760$320.3K0.3%−966−5.4%ReducedHolders
Q1 202417,726$312.0K0.2%−661−3.6%ReducedHolders
Q4 202318,387$308.5K0.2%−493−2.6%ReducedHolders
Q3 202318,880$283.6K0.2%+482+2.6%AddedHolders
Q2 202318,398$293.5K0.3%+18,398NewHolders