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Wheelhouse Advisory Group LLC

SEC CIK
0001998946
Latest filing
Jul 23, 2026

T holding history

AT&T Inc. in every 13F filed by Wheelhouse Advisory 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)
18,658
Value
$386.2K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of T by Wheelhouse Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,658$386.2K0.1%+834+4.7%AddedHolders
Q1 202617,824$516.7K0.2%−808−4.3%ReducedHolders
Q4 202518,632$462.3K0.2%−204−1.1%ReducedHolders
Q3 202518,836$531.9K0.2%−4,379−18.9%ReducedHolders
Q2 202523,215$671.9K0.3%−357−1.5%ReducedHolders
Q1 202523,572$666.6K0.4%−659−2.7%ReducedHolders
Q4 202424,231$551.8K0.3%+1,741+7.7%AddedHolders
Q3 202422,490$494.8K0.3%−5,506−19.7%ReducedHolders
Q2 202427,996$526.9K0.4%+1,695+6.4%AddedHolders
Q1 202426,301$462.9K0.4%+537+2.1%AddedHolders
Q4 202325,764$432.3K0.4%–No prior filingHolders