Forza Wealth Management, LLC
- SEC CIK
- 0001963030
- Latest filing
- Jul 17, 2026
T holding history
AT&T Inc. in every 13F filed by Forza 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)
- 32,744
- Value
- $677.8K
- % of portfolio
- 0.2%
- Quarters held
- 15
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 32,744 | $677.8K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2026 | 32,744 | $949.2K | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2025 | 32,744 | $813.4K | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2025 | 32,744 | $924.7K | 0.4% | 00.0% | Unchanged | Holders |
| Q2 2025 | 32,744 | $947.6K | 0.4% | 00.0% | Unchanged | Holders |
| Q1 2025 | 32,744 | $926.0K | 0.4% | +550+1.7% | Added | Holders |
| Q4 2024 | 32,194 | $733.1K | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2024 | 32,194 | $708.3K | 0.3% | +280+0.9% | Added | Holders |
| Q2 2024 | 31,914 | $609.9K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2024 | 31,914 | $561.7K | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2023 | 31,914 | $535.5K | 0.3% | −827−2.5% | Reduced | Holders |
| Q3 2023 | 32,741 | $491.8K | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2023 | 32,741 | $522.2K | 0.3% | +1,267+4.0% | Added | Holders |
| Q1 2023 | 31,474 | $605.9K | 0.3% | +4,311+15.9% | Added | Holders |
| Q4 2022 | 27,163 | $500.1K | 0.3% | – | No prior filing | Holders |