Kozak & Associates, Inc.

Position in T — At&T Inc.

CIK 1764970 HIGHLANDS RANCH, CO

Position in T

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$113,125

-$51,364 QoQ

Shares Held

5,465

-3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,345

of 2,657 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Kozak & Associates, Inc. holds $189,038 across 5 Telecom Services names. T ranks #1 (59.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	T	At&T Inc. This page	5,465	$113,125
2	CMCSA	Comcast Corp	1,924	$47,234
3	VZ	Verizon Communications Inc	612	$25,912
4	TMUS	T-Mobile US, Inc.	10	$1,677
5	LUMN	Lumen Technologies, Inc.	142	$1,090

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$113,125	5,465	-3.7%	Shares	Sole	2026-07-02
2026-03-31	$164,489	5,674	-2.2%	Shares	Sole	2026-04-14
2025-12-31	$144,171	5,804	+4.3%	Shares	Sole	2026-01-12
2025-09-30	$157,155	5,565	+16.8%	Shares	Sole	2025-11-18
2025-06-30	$137,841	4,763	+3.2%	Shares	Sole	2025-07-10
2025-03-31	$130,568	4,617	+9.4%	Shares	Sole	2025-04-15
2024-12-31	$96,066	4,219	+7.6%	Shares	Sole	2025-01-06
2024-09-30	$86,240	3,920	+9.8%	Shares	Sole	2024-10-17
2024-06-30	$68,203	3,569	+2.1%	Shares	Sole	2024-07-05
2024-03-31	$61,547	3,497	+58.7%	Shares	Sole	2024-05-17
2023-12-31	$36,966	2,203	-9.3%	Shares	Sole	2024-01-17
2023-09-30	$36,498	2,430	+6.8%	Shares	Sole	2023-10-17
2023-06-30	$36,302	2,276	+5.0%	Shares	Sole	2023-07-05
2023-03-31	$41,714	2,167	+0.7%	Shares	Sole	2023-04-03
2022-12-31	$39,618	2,152	+9.8%	Shares	Sole	2023-01-03
2022-09-30	$30,066	1,960	+14.0%	Shares	Sole	2022-10-12
2022-06-30	$36,030	1,719	-27.5%	Shares	Sole	2022-10-12
2022-03-31	$56,026	2,371	0.0%	Shares	Sole	2022-05-26
2021-12-31	$58,326	2,371	+16.6%	Shares	Sole	2022-03-11
2021-09-30	$54,911	2,033	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.