Simplicity Wealth,LLC
- SEC CIK
- 0001913243
- Latest filing
- Aug 6, 2026
T holding history
AT&T Inc. in every 13F filed by Simplicity Wealth,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)
- 98,102
- Value
- $2.03M
- % of portfolio
- 0.1%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 98,102 | $2.03M | 0.1% | +33,556+52.0% | Added | Holders |
| Q1 2026 | 64,546 | $1.87M | 0.1% | +973+1.5% | Added | Holders |
| Q4 2025 | 63,573 | $1.58M | 0.1% | −12,288−16.2% | Reduced | Holders |
| Q3 2025 | 75,861 | $2.14M | 0.1% | −38,230−33.5% | Reduced | Holders |
| Q2 2025 | 114,091 | $3.30M | 0.1% | +73,417+180.5% | Added | Holders |
| Q1 2025 | 40,674 | $1.15M | 0.1% | +25,129+161.7% | Added | Holders |
| Q4 2024 | 15,545 | $354.0K | 0.1% | −13,516−46.5% | Reduced | Holders |
| Q3 2024 | 29,061 | $639.4K | 0.1% | −245,948−89.4% | Reduced | Holders |
| Q2 2024 | 275,009 | $5.26M | 0.1% | +18,528+7.2% | Added | Holders |
| Q1 2024 | 256,481 | $4.51M | 0.1% | +256,481 | New | Holders |