WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in T — At&T Inc.
CIK 1812177
HIGHLAND PARK, IL
Position in T
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$257,797
-$141,395 QoQ
Shares Held
12,454
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,038
of 2,657 holders
Holding Since
Mar 2020
12 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $523,984 across 2 Telecom Services names. T ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
1,587 | $266,187 | |
| 2 | T |
At&T Inc.
This page
|
12,454 | $257,797 |
All Filings in T
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,797 | 12,454 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $399,192 | 13,770 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $234,730 | 8,312 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $240,028 | 8,294 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $234,073 | 8,277 | Shares | Sole | 2025-05-08 | |
| 2021-09-30 | $10,155 | 376 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,706 | 372 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,169 | 369 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,526 | 366 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $10,320 | 362 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $10,852 | 359 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $12,680 | 435 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||