Trek Financial, LLC

Position in T — At&T Inc.

CIK 1768195 Scottsdale, AZ

Position in T

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$548,780

+$132,760 QoQ

Shares Held

18,930

+13.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Mar 31, 2026

Trek Financial, LLC holds $4,054,465 across 5 Telecom Services names. T ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMUS	T-Mobile US, Inc.	9,769	$2,051,783
2	TIGO	Millicom International Cellular SA	9,409	$705,110
3	T	At&T Inc. This page	18,930	$548,780
4	SHEN	Shenandoah Telecommunications Co/Va/	29,896	$460,996
5	VZ	Verizon Communications Inc	5,733	$287,796

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$548,780	18,930	+13.0%	Shares	Sole	2026-05-13
2025-12-31	$416,020	16,748	-72.1%	Shares	Sole	2026-02-04
2025-09-30	$1,697,647	60,115	-65.5%	Shares	Sole	2025-10-31
2025-06-30	$5,049,277	174,474	+195.2%	Shares	Sole	2025-08-13
2025-03-31	$1,671,517	59,106	+202.1%	Shares	Sole	2025-04-30
2024-12-31	$445,472	19,564	-4.5%	Shares	Sole	2025-02-13
2024-09-30	$450,494	20,477	-6.2%	Shares	Sole	2024-11-14
2024-06-30	$417,133	21,828	+63.1%	Shares	Sole	2024-08-12
2024-03-31	$235,593	13,386	+1.4%	Shares	Sole	2024-05-14
2023-12-31	$221,412	13,195	-30.5%	Shares	Sole	2024-02-08
2022-12-31	$349,440	18,981	+1.3%	Shares	Sole	2023-02-13
2022-09-30	$287,333	18,731	-32.9%	Shares	Sole	2022-11-14
2022-06-30	$584,909	27,906	+186.8%	Shares	Sole	2022-08-10
2020-06-30	$294,107	9,729	-16.7%	Shares	Sole	2020-08-13
2020-03-31	$340,588	11,684	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.