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Forum Private Client Group LLC

SEC CIK
0001910636
Latest filing
Aug 12, 2026

T holding history

AT&T Inc. in every 13F filed by Forum Private Client Group 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)
43,262
Value
$895.5K
% of portfolio
0.3%
Quarters held
17
Since Q1 2022
Holdings of T by Forum Private Client Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,262$895.5K0.3%+14,141+48.6%AddedHolders
Q1 202629,121$844.2K0.3%−574−1.9%ReducedHolders
Q4 202529,695$737.6K0.3%+4,557+18.1%AddedHolders
Q3 202525,138$709.9K0.3%00.0%UnchangedHolders
Q2 202525,138$727.5K0.3%00.0%UnchangedHolders
Q1 202525,138$710.9K0.3%−167−0.7%ReducedHolders
Q4 202425,305$576.2K0.3%−982−3.7%ReducedHolders
Q3 202426,287$578.3K0.3%−65−0.2%ReducedHolders
Q2 202426,352$503.6K0.2%−1,190−4.3%ReducedHolders
Q1 202427,542$484.7K0.2%−228−0.8%ReducedHolders
Q4 202327,770$466.0K0.2%+27,770NewHolders
Q3 20230$00.0%−24,225−100.0%Sold outHolders
Q2 202324,225$386.4K0.2%+516+2.2%AddedHolders
Q1 202323,709$456.4K0.3%+2,552+12.1%AddedHolders
Q4 202221,157$389.5K0.3%+84+0.4%AddedHolders
Q3 202221,073$323.0K0.2%−926−4.2%ReducedHolders
Q2 202221,999$461.0K0.3%+1,145+5.5%AddedHolders
Q1 202220,854$493.0K0.4%–No prior filingHolders