Castle Wealth Management LLC

SEC CIK: 0001936420
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

T holding history

AT&T Inc. in every 13F filed by Castle 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 overview All 13F holders of T Full Q2 2026 holdings

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2022

Holdings of T by Castle Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−9,877−100.0%	Sold out	Holders
Q3 2022	9,877	$152.0K	0.1%	+82+0.8%	Added	Holders
Q2 2022	9,795	$205.0K	0.1%	–	No prior filing	Holders