Holistic Planning, LLC
- SEC CIK
- 0002005353
- Latest filing
- Aug 10, 2026
T holding history
AT&T Inc. in every 13F filed by Holistic Planning, 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)
- 627
- Value
- $13.0K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 627 | $13.0K | <0.1% | −8,869−93.4% | Reduced | Holders |
| Q1 2026 | 9,496 | $275.3K | 0.1% | −1,607−14.5% | Reduced | Holders |
| Q4 2025 | 11,103 | $275.8K | 0.1% | +1,834+19.8% | Added | Holders |
| Q3 2025 | 9,269 | $261.8K | 0.1% | +801+9.5% | Added | Holders |
| Q2 2025 | 8,468 | $245.1K | 0.1% | +729+9.4% | Added | Holders |
| Q1 2025 | 7,739 | $218.9K | 0.1% | +7,739 | New | Holders |