Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- Latest filing
- Aug 7, 2026
T holding history
AT&T Inc. in every 13F filed by Phillips Wealth Planners 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)
- 22,751
- Value
- $479.8K
- % of portfolio
- 0.4%
- Quarters held
- 14
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 22,751 | $479.8K | 0.4% | −5,775−20.2% | Reduced | Holders |
| Q1 2026 | 28,526 | $709.4K | 0.5% | +8,310+41.1% | Added | Holders |
| Q4 2025 | 20,216 | $475.1K | 0.4% | −1,846−8.4% | Reduced | Holders |
| Q3 2025 | 22,062 | $570.8K | 0.5% | +14,246+182.3% | Added | Holders |
| Q2 2025 | 7,816 | $221.1K | 0.2% | −1,236−13.7% | Reduced | Holders |
| Q1 2025 | 9,052 | $242.5K | 0.3% | −1,439−13.7% | Reduced | Holders |
| Q4 2024 | 10,491 | $227.5K | 0.2% | +265+2.6% | Added | Holders |
| Q3 2024 | 10,226 | $222.0K | 0.2% | −1,266−11.0% | Reduced | Holders |
| Q2 2024 | 11,492 | $215.4K | 0.2% | −1,474−11.4% | Reduced | Holders |
| Q1 2024 | 12,966 | $208.6K | 0.2% | +2,760+27.0% | Added | Holders |
| Q4 2023 | 10,206 | $167.4K | 0.2% | −2,856−21.9% | Reduced | Holders |
| Q3 2023 | 13,062 | $199.3K | 0.3% | −2,476−15.9% | Reduced | Holders |
| Q2 2023 | 15,538 | $247.8K | 0.3% | +354+2.3% | Added | Holders |
| Q1 2023 | 15,184 | $265.7K | 0.4% | +15,184 | New | Holders |