True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
T holding history
AT&T Inc. in every 13F filed by True Wealth Design, 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)
- 1,741
- Value
- $36.0K
- % of portfolio
- <0.1%
- Quarters held
- 15
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,741 | $36.0K | <0.1% | +40+2.4% | Added | Holders |
| Q1 2026 | 1,701 | $49.3K | <0.1% | −1,394−45.0% | Reduced | Holders |
| Q4 2025 | 3,095 | $76.9K | <0.1% | −2,800−47.5% | Reduced | Holders |
| Q3 2025 | 5,895 | $166.5K | 0.1% | +215+3.8% | Added | Holders |
| Q2 2025 | 5,680 | $164.4K | 0.1% | +91+1.6% | Added | Holders |
| Q1 2025 | 5,589 | $158.1K | 0.1% | −18−0.3% | Reduced | Holders |
| Q4 2024 | 5,607 | $127.7K | <0.1% | +87+1.6% | Added | Holders |
| Q3 2024 | 5,520 | $121.4K | <0.1% | +5,249+1,936.9% | Added | Holders |
| Q2 2024 | 271 | $5.18K | <0.1% | +64+30.9% | Added | Holders |
| Q1 2024 | 207 | $3.64K | <0.1% | −116−35.9% | Reduced | Holders |
| Q4 2023 | 323 | $5.42K | <0.1% | +195+152.3% | Added | Holders |
| Q3 2023 | 128 | $1.92K | <0.1% | +6+4.9% | Added | Holders |
| Q2 2023 | 122 | $1.95K | <0.1% | −426−77.7% | Reduced | Holders |
| Q1 2023 | 548 | $10.6K | <0.1% | +169+44.6% | Added | Holders |
| Q4 2022 | 379 | $6.98K | <0.1% | – | No prior filing | Holders |