Sonoma Private Wealth LLC
- SEC CIK
- 0001965757
- Latest filing
- Aug 14, 2026
T holding history
AT&T Inc. in every 13F filed by Sonoma Private 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)
- 55,536
- Value
- $1.15M
- % of portfolio
- 1.2%
- Quarters held
- 15
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 55,536 | $1.15M | 1.2% | +500+0.9% | Added | Holders |
| Q1 2026 | 55,036 | $1.60M | 2.0% | −710−1.3% | Reduced | Holders |
| Q4 2025 | 55,746 | $1.38M | 1.7% | +407+0.7% | Added | Holders |
| Q3 2025 | 55,339 | $1.56M | 1.9% | −1,203−2.1% | Reduced | Holders |
| Q2 2025 | 56,542 | $1.64M | 2.0% | −1,605−2.8% | Reduced | Holders |
| Q1 2025 | 58,147 | $1.64M | 2.3% | +534+0.9% | Added | Holders |
| Q4 2024 | 57,613 | $1.31M | 2.1% | +629+1.1% | Added | Holders |
| Q3 2024 | 56,984 | $1.25M | 2.0% | −4,658−7.6% | Reduced | Holders |
| Q2 2024 | 61,642 | $1.18M | 1.9% | −531−0.9% | Reduced | Holders |
| Q1 2024 | 62,173 | $1.09M | 1.8% | +1,715+2.8% | Added | Holders |
| Q4 2023 | 60,458 | $1.01M | 1.7% | +31,666+110.0% | Added | Holders |
| Q3 2023 | 28,792 | $432.5K | 0.8% | +5,784+25.1% | Added | Holders |
| Q2 2023 | 23,008 | $367.0K | 0.6% | +7,975+53.0% | Added | Holders |
| Q1 2023 | 15,033 | $289.4K | 0.6% | −1,934−11.4% | Reduced | Holders |
| Q4 2022 | 16,967 | $312.4K | 0.7% | – | No prior filing | Holders |