SIMA Wealth Partners, LLC
- SEC CIK
- 0002135539
- Latest filing
- Jul 28, 2026
T holding history
AT&T Inc. in every 13F filed by SIMA 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)
- 387
- Value
- $8.02K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 387 | $8.02K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 387 | $11.2K | <0.1% | −234−37.7% | Reduced | Holders |
| Q4 2025 | 621 | $15.4K | <0.1% | −269−30.2% | Reduced | Holders |
| Q3 2025 | 890 | $25.1K | <0.1% | +2+0.2% | Added | Holders |
| Q2 2025 | 888 | $25.7K | <0.1% | +2+0.2% | Added | Holders |
| Q1 2025 | 886 | $25.1K | <0.1% | +1+0.1% | Added | Holders |
| Q4 2024 | 885 | $20.1K | <0.1% | +77+9.5% | Added | Holders |
| Q3 2024 | 808 | $17.8K | <0.1% | +2+0.2% | Added | Holders |
| Q2 2024 | 806 | $15.4K | <0.1% | – | No prior filing | Holders |