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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

T holding history

AT&T Inc. in every 13F filed by Summit Wealth Partners, 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)
20,769
Value
$429.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of T by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,769$429.9K0.1%00.0%UnchangedHolders
Q1 202620,769$602.1K0.1%+969+4.9%AddedHolders
Q4 202519,800$491.8K0.1%−145−0.7%ReducedHolders
Q3 202519,945$563.2K0.1%−43−0.2%ReducedHolders
Q2 202519,988$578.5K0.1%−369−1.8%ReducedHolders
Q1 202520,357$575.7K0.1%−12−0.1%ReducedHolders
Q4 202420,369$463.8K0.1%00.0%UnchangedHolders
Q3 202420,369$448.1K0.1%00.0%UnchangedHolders
Q2 202420,369$389.3K0.1%00.0%UnchangedHolders
Q1 202420,369$358.5K0.1%00.0%UnchangedHolders
Q4 202320,369$341.8K0.1%−562−2.7%ReducedHolders
Q3 202320,931$314.4K0.1%+360+1.8%AddedHolders
Q2 202320,571$328.1K0.1%−98−0.5%ReducedHolders
Q1 202320,669$397.9K0.1%−100−0.5%ReducedHolders
Q4 202220,769$382.4K0.1%+327+1.6%AddedHolders
Q3 202220,442$313.6K0.1%+98+0.5%AddedHolders
Q2 202220,344$426.4K0.1%+635+3.2%AddedHolders
Q1 202219,709$465.7K0.1%−95−0.5%ReducedHolders
Q4 202119,804$487.2K0.1%−2,058−9.4%ReducedHolders
Q3 202121,862$590.5K0.1%+1,096+5.3%AddedHolders
Q2 202120,766$597.7K0.1%+10.0%AddedHolders
Q1 202120,765$628.6K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.