CreativeOne Wealth, LLC

Position in T — At&T Inc.

CIK 1739728 OVERLAND PARK, KS

Position in T

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,074,263

-$1,587,608 QoQ

Shares Held

100,206

-20.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#782

of 2,657 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $12,112,863 across 5 Telecom Services names. T ranks #2 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	151,581	$6,417,938
2	T	At&T Inc. This page	100,206	$2,074,263
3	CMCSA	Comcast Corp	69,476	$1,705,634
4	IRDM	Iridium Communications Inc.	19,991	$1,096,506
5	TMUS	T-Mobile US, Inc.	4,880	$818,522

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,074,263	100,206	-20.7%	Shares	Other	2026-08-13
2026-03-31	$3,661,871	126,315	-6.9%	Shares	Other	2026-05-15
2025-12-31	$3,371,980	135,748	-4.6%	Shares	Other	2026-02-13
2025-09-30	$4,016,292	142,220	-1.6%	Shares	Other	2025-11-13
2025-06-30	$4,181,511	144,489	+7.6%	Shares	Other	2025-08-12
2025-03-31	$3,798,173	134,306	+1.8%	Shares	Other	2025-05-14
2024-12-31	$3,003,180	131,892	-11.3%	Shares	Other	2025-02-13
2024-09-30	$3,272,280	148,740	+34.9%	Shares	Other	2024-11-13
2024-06-30	$2,107,756	110,296	-23.9%	Shares	Sole	2024-08-14
2024-03-31	$2,551,401	144,966	+106.2%	Shares	Sole	2024-05-14
2023-12-31	$1,179,901	70,316	+1.1%	Shares	Sole	2024-02-09
2023-09-30	$1,041,414	69,560	-38.1%	Shares	Sole	2023-10-17
2023-06-30	$2,050	112,432	-11.6%	Shares	Other	2023-08-14
2023-03-31	$2,448,907	127,216	+7.5%	Shares	Other	2023-05-15
2022-12-31	$2,179,136	118,367	+1.7%	Shares	Other	2023-02-15
2022-09-30	$1,785,299	116,382	+0.6%	Shares	Other	2022-11-15
2022-06-30	$2,424,736	115,684	-13.5%	Shares	Sole	2022-08-12
2022-03-31	$3,161,025	133,772	+20.1%	Shares	Other	2022-05-13
2021-12-31	$2,740,248	111,392	-10.6%	Shares	Other	2022-02-15
2021-09-30	$3,365,337	124,596	+2.2%	Shares	Other	2021-11-16
2021-06-30	$3,509,554	121,944	+40.6%	Shares	Other	2021-08-13
2021-03-31	$2,625,615	86,740	+36.1%	Shares	Sole	2021-05-17
2020-12-31	$1,833,424	63,749	+140.2%	Shares	Other	2021-02-12
2020-09-30	$756,767	26,544	+27.8%	Shares	Other	2020-11-13
2020-06-30	$627,845	20,769	+6.3%	Shares	Sole	2020-08-13
2020-03-31	$569,443	19,535	—	Shares	Other	2020-05-14
No filing history on record for this holder in this stock.