Portside Wealth Group, LLC
- SEC CIK
- 0001978608
- Latest filing
- Jul 14, 2026
T holding history
AT&T Inc. in every 13F filed by Portside Wealth Group, 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)
- 92,057
- Value
- $1.91M
- % of portfolio
- 0.2%
- Quarters held
- 13
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 92,057 | $1.91M | 0.2% | +1,406+1.6% | Added | Holders |
| Q1 2026 | 90,651 | $2.63M | 0.4% | +20,539+29.3% | Added | Holders |
| Q4 2025 | 70,112 | $1.74M | 0.2% | −5,742−7.6% | Reduced | Holders |
| Q3 2025 | 75,854 | $2.14M | 0.3% | +359+0.5% | Added | Holders |
| Q2 2025 | 75,495 | $2.18M | 0.3% | +2,588+3.5% | Added | Holders |
| Q1 2025 | 72,907 | $2.06M | 0.3% | −29,483−28.8% | Reduced | Holders |
| Q4 2024 | 102,390 | $2.33M | 0.4% | −554−0.5% | Reduced | Holders |
| Q3 2024 | 102,944 | $2.26M | 0.4% | −750−0.7% | Reduced | Holders |
| Q2 2024 | 103,694 | $1.98M | 0.4% | −7,739−6.9% | Reduced | Holders |
| Q1 2024 | 111,433 | $1.96M | 0.4% | −4,988−4.3% | Reduced | Holders |
| Q4 2023 | 116,421 | $1.95M | 0.4% | −13,974−10.7% | Reduced | Holders |
| Q3 2023 | 130,395 | $1.96M | 0.4% | +18,901+17.0% | Added | Holders |
| Q2 2023 | 111,494 | $1.78M | 0.3% | – | No prior filing | Holders |