Valeo Financial Advisors, LLC

Position in T — At&T Inc.

CIK 1722641 CARMEL, IN

Back to T Full portfolio

Position in T

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$3,262,671

-$1,862,268 QoQ

Shares Held

157,617

-10.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#633

of 2,657 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in T Over Time

Shares Held

Position Value (USD)

Derivatives in T

reported options exposure · as of Mar 31, 2021

CallValue

$45,404

CallShares

1,986

PutValue

PutShares

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, 2026

Valeo Financial Advisors, LLC holds $8,099,530 across 5 Telecom Services names. T ranks #2 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	87,228	$3,693,233
2	T	At&T Inc. This page	157,617	$3,262,671
3	TMUS	T-Mobile US, Inc.	2,709	$454,380
4	CMCSA	Comcast Corp	17,973	$441,237
5	VOD	Vodafone Group Public Ltd Co	18,746	$248,009

All Filings in T

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,262,671	157,617	-10.8%	Shares	Sole	2026-07-08
2026-03-31	$5,124,939	176,783	+3.8%	Shares	Sole	2026-05-08
2025-12-31	$4,231,295	170,342	-1.4%	Shares	Sole	2026-02-04
2025-09-30	$4,878,714	172,759	+1.8%	Shares	Sole	2025-11-03
2025-06-30	$4,912,565	169,750	+23.4%	Shares	Sole	2025-09-12
2025-03-31	$3,891,384	137,602	-3.8%	Shares	Sole	2025-04-30
2024-12-31	$3,257,772	143,073	-0.6%	Shares	Sole	2025-01-30
2024-09-30	$3,167,890	143,995	-2.9%	Shares	Sole	2024-10-10
2024-06-30	$2,833,879	148,293	-9.6%	Shares	Sole	2024-07-10
2024-03-31	$2,887,720	164,075	-1.6%	Shares	Sole	2024-04-25
2023-12-31	$2,799,021	166,807	-11.4%	Shares	Sole	2024-01-29
2023-09-30	$2,826,418	188,177	-4.9%	Shares	Sole	2023-10-20
2023-06-30	$3,157,047	197,934	-7.7%	Shares	Sole	2023-07-14
2023-03-31	$4,127,585	214,420	+21.9%	Shares	Sole	2023-04-17
2022-12-31	$3,237,122	175,835	-19.1%	Shares	Sole	2023-02-09
2022-09-30	$3,334,670	217,384	+26.4%	Shares	Sole	2022-10-31
2022-06-30	$3,604,113	171,952	-3.9%	Shares	Sole	2022-08-03
2022-03-31	$4,229,077	178,971	+5.9%	Shares	Sole	2022-04-28
2021-12-31	$4,157,679	169,011	-4.7%	Shares	Sole	2022-01-07
2021-09-30	$4,788,683	177,293	+4.7%	Shares	Sole	2021-11-02
2021-06-30	$4,873,268	169,328	+3.1%	Shares	Sole	2021-07-22
2021-03-31	$4,970,204	164,196	-15.6%	Shares	Sole	2021-04-12
2021-03-31	$45,404	1,500	—	Call	Sole	2021-04-12
2020-12-31	$5,592,077	194,439	+5.4%	Shares	Sole	2021-02-11
2020-09-30	$5,260,172	184,503	-2.1%	Shares	Sole	2020-10-28
2020-06-30	$5,694,297	188,366	-0.4%	Shares	Sole	2020-07-20
2020-03-31	$5,510,541	189,041	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.