HB Wealth Management, LLC
- SEC CIK
- 0001911253
- Latest filing
- Jul 29, 2026
T holding history
AT&T Inc. in every 13F filed by HB Wealth Management, 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)
- 1,132,000
- Value
- $23.4M
- % of portfolio
- 0.1%
- Quarters held
- 19
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,132,000 | $23.4M | 0.1% | +11,780+1.1% | Added | Holders |
| Q1 2026 | 1,120,220 | $32.5M | 0.2% | +37,614+3.5% | Added | Holders |
| Q4 2025 | 1,082,606 | $26.9M | 0.2% | −3,126−0.3% | Reduced | Holders |
| Q3 2025 | 1,085,732 | $30.7M | 0.2% | +104,559+10.7% | Added | Holders |
| Q2 2025 | 981,173 | $28.4M | 0.2% | −69,573−6.6% | Reduced | Holders |
| Q1 2025 | 1,050,746 | $29.7M | 0.2% | +87,590+9.1% | Added | Holders |
| Q4 2024 | 963,156 | $21.9M | 0.2% | +20,768+2.2% | Added | Holders |
| Q3 2024 | 942,388 | $20.7M | 0.2% | −29,992−3.1% | Reduced | Holders |
| Q2 2024 | 972,380 | $18.6M | 0.2% | −16,272−1.6% | Reduced | Holders |
| Q1 2024 | 988,652 | $17.4M | 0.2% | −2,734−0.3% | Reduced | Holders |
| Q4 2023 | 991,386 | $16.6M | 0.2% | −21,508−2.1% | Reduced | Holders |
| Q3 2023 | 1,012,894 | $15.2M | 0.2% | +18,555+1.9% | Added | Holders |
| Q2 2023 | 994,339 | $15.9M | 0.3% | −26,643−2.6% | Reduced | Holders |
| Q1 2023 | 1,020,982 | $19.7M | 0.3% | −3,050−0.3% | Reduced | Holders |
| Q4 2022 | 1,024,032 | $18.9M | 0.3% | +83,125+8.8% | Added | Holders |
| Q3 2022 | 940,907 | $14.4M | 0.3% | +8,891+1.0% | Added | Holders |
| Q2 2022 | 932,016 | $19.5M | 0.4% | +138,317+17.4% | Added | Holders |
| Q1 2022 | 793,699 | $18.8M | 0.3% | +44,534+5.9% | Added | Holders |
| Q4 2021 | 749,165 | $18.4M | 0.4% | – | No prior filing | Holders |