WealthPlan Investment Management, LLC

Position in T — At&T Inc.

CIK 1929986 OMAHA, NE

Position in T

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,911,541

-$940,292 QoQ

Shares Held

92,345

-6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#800

of 2,613 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $10,465,153 across 5 Telecom Services names. T ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	121,780	$5,156,164
2	TMUS	T-Mobile US, Inc.	16,313	$2,736,179
3	T	At&T Inc. This page	92,345	$1,911,541
4	ECHO	EchoStar CORP	4,089	$415,033
5	CMCSA	Comcast Corp	10,030	$246,236

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,911,541	92,345	-6.1%	Shares	Sole	2026-07-28
2026-03-31	$2,851,833	98,373	+55.3%	Shares	Sole	2026-04-29
2025-12-31	$1,573,787	63,357	+415.0%	Shares	Sole	2026-02-05
2025-09-30	$347,408	12,302	+2.4%	Shares	Sole	2025-10-27
2025-06-30	$347,627	12,012	+21.1%	Shares	Sole	2025-07-28
2025-03-31	$280,537	9,920	+6.2%	Shares	Sole	2025-05-12
2024-12-31	$212,694	9,341	+16580.4%	Shares	Sole	2025-01-30
2023-06-30	$893	56	+1.8%	Shares	Sole	2023-08-14
2023-03-31	$1,058	55	-99.9%	Shares	Sole	2023-05-08
2022-12-31	$794,648	43,164	+30.2%	Shares	Other	2023-02-15
2022-09-30	$508,504	33,149	+13.7%	Shares	Other	2022-12-12
2022-03-31	$688,718	29,146	—	Shares	Other	2022-09-07
No filing history on record for this holder in this stock.