Position in T
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,174,220
-$1,225,389 QoQ
Shares Held
153,344
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#632
of 2,613 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in T Over Time
Shares Held
Position Value (USD)
Derivatives in T
reported options exposure · as of Mar 31, 2021CallValue
$55,000
CallShares
10,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Telecom Services
Communication Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $16,024,988 across 9 Telecom Services names. T ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
173,307 | $7,337,818 | |
| 2 | T |
At&T Inc.
This page
|
153,344 | $3,174,220 | |
| 3 | CMCSA |
Comcast Corp
|
66,656 | $1,636,404 | |
| 4 | LUMN |
Lumen Technologies, Inc.
|
116,479 | $894,558 | |
| 5 | CHTR |
Charter Communications, Inc. /Mo/
|
5,953 | $846,576 | |
| 6 | TMUS |
T-Mobile US, Inc.
|
3,700 | $620,601 | |
| 7 | ECHO |
EchoStar CORP
|
5,232 | $531,048 | |
| 8 | VOD |
Vodafone Group Public Ltd Co
|
39,391 | $521,142 |
All Filings in T
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,174,220 | 153,344 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,399,609 | 151,763 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,822,751 | 153,895 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,564,233 | 161,623 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,833,797 | 132,474 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,534,604 | 124,986 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,787,503 | 122,420 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,368,608 | 107,664 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,244,737 | 117,464 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,178,492 | 123,778 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,003,884 | 119,421 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,587,058 | 105,663 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,786,144 | 111,984 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,509,662 | 78,424 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,384,818 | 75,221 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $528,984 | 34,484 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $829,743 | 39,587 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $869,322 | 36,789 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,093,595 | 44,455 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,046,340 | 38,739 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,399,516 | 48,628 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $55,000 | 10,400 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $1,742,005 | 57,549 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,557,989 | 54,172 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,488,675 | 52,216 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,503,457 | 49,734 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,570,105 | 53,863 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||