GoalVest Advisory LLC

Position in T — At&T Inc.

CIK 1839307 NEW YORK, NY

Position in T

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,365,620

-$520,556 QoQ

Shares Held

65,972

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#921

of 2,657 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $1,493,017 across 5 Telecom Services names. T ranks #1 (91.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	T	At&T Inc. This page	65,972	$1,365,620
2	TMUS	T-Mobile US, Inc.	734	$123,113
3	CMCSA	Comcast Corp	88	$2,160
4	VZ	Verizon Communications Inc	46	$1,947
5	CHT	Chunghwa Telecom Co Ltd	4	$177

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,365,620	65,972	+1.4%	Shares	Sole	2026-07-09
2026-03-31	$1,886,176	65,063	-12.6%	Shares	Sole	2026-04-13
2025-12-31	$1,849,760	74,467	-8.7%	Shares	Sole	2026-01-05
2025-09-30	$2,303,508	81,569	+2.1%	Shares	Sole	2025-10-22
2025-06-30	$2,312,769	79,916	+2.8%	Shares	Sole	2025-08-01
2025-03-31	$2,197,865	77,718	+0.8%	Shares	Sole	2025-04-07
2024-12-31	$1,755,521	77,098	-4.2%	Shares	Sole	2025-01-17
2024-09-30	$1,770,230	80,465	+2.8%	Shares	Sole	2024-11-06
2024-06-30	$1,496,370	78,303	-7.7%	Shares	Sole	2024-07-30
2024-03-31	$1,493,395	84,852	+5.0%	Shares	Sole	2024-04-15
2023-12-31	$1,356,243	80,825	+8.3%	Shares	Sole	2024-01-02
2023-09-30	$1,121,378	74,659	-1.7%	Shares	Sole	2023-10-10
2023-06-30	$1,211,418	75,951	-6.4%	Shares	Sole	2023-07-17
2023-03-31	$1,562,099	81,148	+7.4%	Shares	Sole	2023-04-03
2022-12-31	$1,390,893	75,551	+9.6%	Shares	Sole	2023-01-06
2022-09-30	$1,057,907	68,964	+23.2%	Shares	Sole	2022-10-11
2022-06-30	$1,173,194	55,973	+2788.2%	Shares	Sole	2022-07-06
2022-03-31	$45,794	1,938	+3241.4%	Shares	Sole	2022-05-03
2021-06-30	$1,669	58	0.0%	Shares	Sole	2021-09-01
2021-03-31	$1,755	58	-99.7%	Shares	Sole	2021-05-13
2020-12-31	$551,387	19,172	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.