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Livermore
Livermore
ZHEN

Partnership Wealth Management, LLC

SEC CIK
0002010656
Latest filing
Jul 10, 2026

T holding history

AT&T Inc. in every 13F filed by Partnership 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)
24,858
Value
$514.6K
% of portfolio
0.3%
Quarters held
11
Since Q4 2023
Holdings of T by Partnership Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,858$514.6K0.3%−223−0.9%ReducedHolders
Q1 202625,081$727.1K0.6%+223+0.9%AddedHolders
Q4 202524,858$617.5K0.4%00.0%UnchangedHolders
Q3 202524,858$702.0K0.5%00.0%UnchangedHolders
Q2 202524,858$719.4K0.6%00.0%UnchangedHolders
Q1 202524,858$703.0K0.6%00.0%UnchangedHolders
Q4 202424,858$566.0K0.5%00.0%UnchangedHolders
Q3 202424,858$546.9K0.4%00.0%UnchangedHolders
Q2 202424,858$475.0K0.4%00.0%UnchangedHolders
Q1 202424,858$437.5K0.3%00.0%UnchangedHolders
Q4 202324,858$439.7K0.3%–No prior filingHolders