Essential Planning, LLC.
- SEC CIK
- 0001949824
- Latest filing
- Aug 3, 2026
T holding history
AT&T Inc. in every 13F filed by Essential Planning, 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)
- 10,273
- Value
- $212.7K
- % of portfolio
- 0.1%
- Quarters held
- 13
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,273 | $212.7K | 0.1% | −81−0.8% | Reduced | Holders |
| Q1 2026 | 10,354 | $300.2K | 0.1% | −773−6.9% | Reduced | Holders |
| Q4 2025 | 11,127 | $276.4K | 0.1% | −640−5.4% | Reduced | Holders |
| Q3 2025 | 11,767 | $332.3K | 0.1% | −45−0.4% | Reduced | Holders |
| Q2 2025 | 11,812 | $341.9K | 0.1% | +30+0.3% | Added | Holders |
| Q1 2025 | 11,782 | $333.2K | 0.1% | −745,214−98.4% | Reduced | Holders |
| Q4 2024 | 756,996 | $17.0M | 0.1% | +745,294+6,368.9% | Added | Holders |
| Q3 2024 | 11,702 | $257.4K | 0.1% | −31−0.3% | Reduced | Holders |
| Q2 2024 | 11,733 | $224.2K | 0.1% | +459+4.1% | Added | Holders |
| Q1 2024 | 11,274 | $189.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 11,274 | $189.2K | 0.1% | +146+1.3% | Added | Holders |
| Q3 2023 | 11,128 | $167.1K | 0.1% | −309−2.7% | Reduced | Holders |
| Q2 2023 | 11,437 | $182.4K | 0.1% | +11,437 | New | Holders |