Position in T
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$309,485
-$291,013 QoQ
Shares Held
14,951
-27.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,879
of 2,657 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in T Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Holistic Financial Partners holds $839,249 across 2 Telecom Services names. T ranks #2 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMCSA |
Comcast Corp
|
21,579 | $529,764 | |
| 2 | T |
At&T Inc.
This page
|
14,951 | $309,485 |
All Filings in T
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,485 | 14,951 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $600,498 | 20,714 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $465,600 | 18,744 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $532,634 | 18,861 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $432,103 | 14,931 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $403,357 | 14,263 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $324,836 | 14,266 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $319,572 | 14,526 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $275,566 | 14,420 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $306,064 | 17,390 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $279,336 | 16,647 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $228,874 | 15,238 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $216,935 | 13,601 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $247,478 | 12,856 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $232,996 | 12,656 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $194,143 | 12,656 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $265,269 | 12,656 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $259,811 | 10,995 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $268,730 | 10,924 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $292,518 | 10,830 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $271,942 | 9,449 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $281,994 | 9,316 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $267,928 | 9,316 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $251,685 | 8,828 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $281,501 | 9,312 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $271,444 | 9,312 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||