Modern Wealth Management, LLC
- SEC CIK
- 0002001900
- Latest filing
- Aug 13, 2026
T holding history
AT&T Inc. in every 13F filed by Modern 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)
- 131,360
- Value
- $2.72M
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 131,360 | $2.72M | <0.1% | +39,426+42.9% | Added | Holders |
| Q1 2026 | 91,934 | $2.60M | <0.1% | +2,935+3.3% | Added | Holders |
| Q4 2025 | 88,999 | $2.21M | <0.1% | −5,788−6.1% | Reduced | Holders |
| Q3 2025 | 94,787 | $2.68M | 0.1% | −5,071−5.1% | Reduced | Holders |
| Q2 2025 | 99,858 | $2.89M | 0.1% | +16,175+19.3% | Added | Holders |
| Q1 2025 | 83,683 | $2.37M | 0.1% | +9,316+12.5% | Added | Holders |
| Q4 2024 | 74,367 | $1.69M | 0.1% | +7,846+11.8% | Added | Holders |
| Q3 2024 | 66,521 | $1.46M | 0.1% | +9,059+15.8% | Added | Holders |
| Q2 2024 | 57,462 | $1.10M | 0.1% | +21,427+59.5% | Added | Holders |
| Q1 2024 | 36,035 | $634.2K | 0.1% | +6,886+23.6% | Added | Holders |
| Q4 2023 | 29,149 | $489.1K | 0.1% | – | No prior filing | Holders |